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Zachary Wiggs

11 Years of Experience
Memphis, TN
Broker

Zachary Wiggs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

949 Shady Grove Rd S Floor 2, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Zachary works as an associate/employee and financial advisor for Fountain Financial Group, Pinnacle Asset Management, and Pinnacle Bank/Pinnacle Financial Partners. He dedicates about half of his time to each of these roles, focusing on building relationships, seeking prospects, meeting with clients, and managing investment accounts.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
First Horizon Advisors, INC
November 2014 - August 2022 · 7 yrs 9 mos
First Horizon Advisors, INC.Broker
August 2014 - August 2022 · 8 yrs
State Registrations12 states
ARCOFLGAINMOMSNCORTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.