ZD
ZD

Zachary James Davidson

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,105 clients
Average Client Portfolio
$34K average
Assets Under Management
$71.0M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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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.

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Other Business ActivitiesSells Insurance

Zachary is a tax preparer with Lori A. Hodge, CPA & Associates, PC, and an Investment Advisor Representative with Harper & Hodge. He also has a life insurance license and sells life insurance, dedicating minimal time to it, and owns Davidson Wealth Management, PC.

Employment History
Current Registrations
Comprehensive Capital Management, INC.
November 2019 - Present · 6 yrs 3 mos
Apw Capital, INC.Broker
June 2019 - Present · 6 yrs 8 mos
State Registrations14 states
CAFLMAMINCNJOHORPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Zachary James Davidson - Financial Advisor | TrueAdvisor