Zachary Ballard is a registered investment advisor, based in Orlando, FL, with 13 years of industry experience.
Location
3825 Blazing Star Dr, Orlando, FL, 32828
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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.
Learn about disclosures →Employment History
Current Registrations
Alight Financial Solutions, LLCBroker
August 2015 - Present · 10 yrs 9 mos
Alight Financial Solutions, LLC
August 2015 - Present · 10 yrs 9 mos
Alight Financial Advisors, LLC
August 2012 - Present · 13 yrs 9 mos
State Registrations1 state
FL
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.