Zachary Abbotoni (CRD# 6673621) is an Investment Advisor Representative working at Econologics Financial Advisors in Largo, FL and has over 7 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Econologics Financial Advisors | Largo, FL | May 2020 - Current | 4 |
Gulf Drive Cafe | Bradenton Beach, FL | Jul 2019 - Mar 2020 | < 1 |
Means Wealth Management | Bangor, ME | Jun 2016 - May 2019 | 2 |
Fastenal | Portland, ME | Jan 2016 - Jun 2016 | < 1 |
Marriott | S Portland, ME | Aug 2014 - Dec 2015 | 1 |
Mcdonalds | Houlton, ME | Jul 2008 - Jul 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- FL
- LA
- NH
- NY
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$245,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI
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