Zachary Beckerley is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 16 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is an investment advisor representative with Merit Financial Advisors, dedicating full-time hours to serving clients. He also provides fixed insurance advice as an insurance agent, spending minimal time on this activity, and serves on the Board of Directors for Mazie's Mission, a non-profit organization, spending minimal time reviewing financials and making decisions.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Lifestyle Planning Solutions, LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Dewaay Financial Network, LLCBroker
Commerce Wealth Advisers, LLC
Jwa Financial Group, INC.
State Registrations11 states
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.