ZR
CFP
ZR
CFP

Zachary Paul Reuter

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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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 Activities

Zachary is associated with Johnson Bixby & Associates, LLC, a Registered Investment Advisor (RIA). This activity takes nearly full-time hours.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Johnson Bixby
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
December 2020 - August 2022 · 1 yr 8 mos
State Registrations7 states
AZCACOMTNYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Zachary Paul Reuter - Financial Advisor | TrueAdvisor