Zackary Marquez
Zackary Marquez is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 3 years of industry experience. Zackary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2730 East Camelback Road, Suite 250, Phoenix, AZ, 85016
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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
Zackary is an insurance agent/broker for Co-Op Insurance Agency and RF Brokerage, selling fixed insurance and group insurance, respectively, dedicating minimal time to each. He is also a realtor with Remax Coastal Homes and an employee at Epic Valet, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
State Registrations15 states
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