Zachary Mineur (CRD# 5644639) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 8 years of experience in the finance industry.
CRD# 1982803
Ameriprise Financial Services, LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Square Holdings, LLC | King Of Prussia, PA | Aug 2019 - Current | 4 |
| Lpl Financial LLC | King Of Prussia, PA | Jul 2015 - Current | 8 |
| The Philadelphia Group | King Of Prussia, PA | Jan 2018 - Jan 2020 | 2 |
| Private Advisor Group, LLC | King Of Prussia, PA | Nov 2015 - Jan 2020 | 4 |
| Independence Square Holdings, LLC | King Of Prussia, PA | Aug 2019 - Oct 2019 | < 1 |
| The Philadelphia Group | King Of Prussia, PA | May 2015 - Jan 2018 | 2 |
| Unemployed | Atlantic City, NJ | Nov 2014 - May 2015 | < 1 |
| Hanlon Investment Management | Egg Harbor Township, NJ | Dec 2012 - Nov 2014 | 1 |
| Lugo At Revel | Atlantic City, NJ | Apr 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts3,402ACCOUNTS
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Average Account Value$337,050
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