Zachary Misak is a registered investment advisor, based in Roanoke Rapids, NC, with 3 years of industry experience.
Location
100A Becker Drive, Roanoke Rapids, NC, 27870
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is an agent team member at Chris Canady's Insurance Agency, working with State Farm and its affiliates. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.
July 2024 - Present · 2 yrs
State Farm Investment Management CORP.
July 2024 - Present · 2 yrs
State Farm Vp Management CORP.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Prudential Financial Planning Services
November 2023 - May 2024 · 6 mos
Pruco Securities, LLC.Broker
October 2023 - May 2024 · 7 mos
State Farm Investment Management CORP.
June 2023 - October 2023 · 4 mos
State Farm Vp Management CORP.Broker
January 2023 - October 2023 · 9 mos
State Registrations2 states
NCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.