ZM
ZM

Zachary Martin

9 Years of Experience
Little Rock, AR
BrokerSells Insurance

Zachary Martin is a registered investment advisor at Park Avenue Securities LLC, based in Little Rock, AR, with 9 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

Loading...

Location

1200 W 4th Street, Little Rock, AR, 72201

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Zachary sells insurance products outside of Guardian, dedicating a few hours per week to this activity. He also has ownership in a pharmacy, is involved in real estate ventures, serves on the board of the Adult Learning Alliance of Arkansas, is involved with Moose and Squirrel, LLC, and teaches at Harding University College of Pharmacy.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2017 - Present · 9 yrs
Park Avenue Securities LLCBroker
May 2016 - Present · 10 yrs
State Registrations15 states
ALARCAFLLAMOMSNCNVNYOHOKPATNTX
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.
Zachary Martin - Financial Advisor | TrueAdvisor