Zachary James is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
51 S Stanfield Rd, Troy, OH, 45373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary serves as power of attorney for his mother, a role that is investment-related. This activity takes place in Tipp City, OH, and began in August 2022.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
State Registrations34 states
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