Zachary Carver
Zachary Carver is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Raleigh, NC, with 4 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Location
4101 Lake Boone Trail, #200, Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Cook Wealth, LLC
State Registrations1 state
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