Zachery West

from Edelman Financial Engines
SEC regulated
Regulated Investment Advisor
Zachery West is a financial advisor based in California, Santa Clara, with 14 years of experience. Zachery currently works for Edelman Financial Engines. Zachery maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Zachery West works at Edelman Financial Engines
Edelman Financial Engines is a financial advisory firm based in Santa Clara, California. It currently has approximately $241,970,176,743 of assets under management and employs about 1514 people. Edelman Financial Engines uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and set-up fees & related svcs; reimbursements for printed materials.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and set-up fees & related svcs; reimbursements for printed materials
Office location
3315 Scott Blvd, 4th Floor, Santa Clara, California, 95054

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor