Zachary Green is a CFP-designated registered investment advisor, based in Raleigh, NC, with 13 years of industry experience.
Location
3100 Smoketree Ct, Ste 1002, Raleigh, NC, 27604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is an Investment Advisor Representative (IAR) with Merit Financial Advisors, dedicating full-time hours to business development. He also works as adjunct faculty at Liberty University's online programs, teaching a few courses per year, dedicating a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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