Zachary Makawi is a CFP-designated registered investment advisor, based in Tempe, AZ, with 13 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
430 W Warner Rd., Ste. 116, Tempe, AZ, 85284
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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 independent insurance agent, an advisory representative of a RIA (CIRA), and a member of All of Life Financial LLC. He also owns rental properties, is a board member of a non-profit, owns real estate through All of Life Holdings LLC, and owns a DBA named Solana; some of these activities are investment-related and some are not.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
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.
Exams
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