Zachary Walters

15 Years of Experience

Modesto, CA

1 DisclosureBrokerSells Insurance

Zachary Walters is a registered investment advisor at Cetera Investment Advisers LLC, based in Modesto, CA, with 15 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

2937 Veneman Ave Ste B200, Modesto, CA, 95356

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History

Regulatory History (1)

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Judgment / Lien

September 2022

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Other Business ActivitiesSells Insurance

Zachary is an insurance agent offering fixed group and individual annuities, and also operates under the DBA California Asset Management for insurance purposes. He co-owns an RV & trailer storage facility and is the Director of Membership for the Society of Human Resource Managers, dedicating minimal time to each.

Employment History

Current Registrations

Cetera Investment Advisers LLC

June 2023 - Present · 2 yrs 11 mos

Cetera Wealth Services, LLCBroker

February 2011 - Present · 15 yrs 3 mos

Previous Registrations

Cetera Advisor Networks LLC

April 2022 - June 2023 · 1 yr 2 mos

State Registrations14 states

CACOFLMEMNNCNDNMNVNYOKPASCWA

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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