ZR
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
275 West Third Street, Suite 600, Vancouver, WA, 98660
Get directionsRegulatory 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 Activities
Zachary is associated with Johnson Bixby & Associates, LLC, a Registered Investment Advisor (RIA). This activity takes nearly full-time hours.
Employment History
Current Registrations
Private Client Services, LLC Broker
August 2022 - Present · 3 yrs 5 mos
Johnson Bixby
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
December 2020 - August 2022 · 1 yr 8 mos
State Registrations7 states
AZCACOMTNYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.