ZG
ZG

Zachary Goins

7 Years of Experience
Kinston, NC
1 DisclosureBroker

Zachary Goins is a registered investment advisor at Wells Fargo Advisors, based in Kinston, NC, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2120 N Queen St, Kinston, NC, 28501

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2009
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
November 2018 - April 2024 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
MML Investors Services, LLC
June 2018 - August 2018 · 2 mos
MML Investors Services, LLCBroker
February 2018 - August 2018 · 6 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMTNCNJNMNVNYOHPASCTNTXUTVAWA
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.