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Zachary Martindale

2 Years of Experience
Richmond, VA
BrokerSells Insurance

Zachary Martindale is a registered investment advisor at Cetera Investment Advisers LLC, based in Richmond, VA, with 2 years of industry experience. Zachary 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1021 East Cary Street Suite 1225, Richmond, VA, 23219

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History

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.

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Other Business ActivitiesSells Insurance

Zachary works as a financial advisor with North Star Resource Group, focusing on life insurance, securities, and planning, dedicating full-time hours to this role. Additionally, Zachary is an insurance agent selling fixed insurance products with various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
State Registrations7 states
CACTKYMANCNYVA
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.