Zachary Coggins
Zachary Coggins is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, SC, with 9 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3321 Forest Drive, Suite 7, Columbia, SC, 29204
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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 owns a landscaping business since 2008, and is a financial advisor with Grookett and Associates, Inc. He also works as an independent insurance agent and sells life settlements, dedicating a significant amount of time to these financial and insurance activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations28 states
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