Zachary Short is a CFP-designated registered investment advisor, based in Houston, TX, with 5 years of industry experience.
Location
4550 Post Oak Pl, Ste 125, Houston, TX, 77027
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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 agent/broker for IMG Medical Group and IMG Financial Group Inc, focusing on fixed insurance sales. He also serves as a board member for the Harris County Water Control and Improvement District, attending monthly meetings.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 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.