Zachary
Macfarland
Principal Advised Services
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About this Advisor
Zachary Macfarland is a financial advisor based in Charlotte, North Carolina, working with Principal Advised Services. Zachary has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Pitt Property Management Llp, East Carolina University, University Of Lynchburg, Uber, Student Managed Investment Fund (Smif), Fins Restaurant Inc, Zogg'S Raw Bar & Grill, Dog Fish Brewery & Eats, Segrue / Big Fish Grill, Sunsations, Cape Henlopen High School, Associate Staffing, Principal Securities, Inc, Burn Clt, and Principal Advised Services. Zachary has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Iowa and North Carolina. Currently, Zachary is part of Principal Advised Services, which operates out of Charlotte, North Carolina. The firm has 157 offices and 343 employees. Principal Advised Services manages assets totaling $887.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$887,316,440
343
16,940
$52,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Zachary Macfarland Work History
Associate Staffing
Principal Securities, Inc
Principal Advised Services
Burn Clt
Florida Financial Advisors Dba Tristate Financial Advisors
Pitt Property Management Llp
Uber
East Carolina University
Zogg'S Raw Bar & Grill
University Of Lynchburg
Student Managed Investment Fund (Smif)
Dog Fish Brewery & Eats
Fins Restaurant Inc
Segrue / Big Fish Grill
Sunsations
Cape Henlopen High School
Disclosures
Please visit the SEC profile of Zachary Macfarland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Advised Services
Matthews, NC
Charlotte, NC
Indianola, IA
Allen, TX
Charlotte, NC
Des Moines, IA
Murrells Inlet, SC
Edwardsville, IL
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