Zachary Halvonik is a registered investment advisor, based in Phoenixville, PA, with 2 years of industry experience.
Location
1260 Valley Forge Rd, Ste 107, Phoenixville, PA, 19460
Get directionsHistory
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 Activities
Zachary works as a financial advisor and registered administrator at Premier Planning Group, dedicating full-time hours to the role. His responsibilities include preparing for and participating in client meetings, managing the planning process, preparing paperwork, and documenting client interactions.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.