Zachary Bert Campbell

Current Employers

Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-03-31

OH RA
APPROVED

Since 2023-03-31

Branch Locations

750 Graham Road, Cuyahoga Falls, OH 44221 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	05/2016	06/2020
Equitable Advisors, Llc	New York	NY	05/2016	03/2023
Private Client Services	Uniontown	OH	03/2023	05/2024
Rfg Advisory, Llc Dba Paramount Financial Planning	Cuyahoga	OH	03/2023	Present

05/2016 → 06/2020

Axa Advisors, Llc

New York, NY
05/2016 → 03/2023

Equitable Advisors, Llc

New York, NY
03/2023 → 05/2024

Private Client Services

Uniontown, OH
03/2023 → Present

Rfg Advisory, Llc Dba Paramount Financial Planning

Cuyahoga, OH

Previous Registrations

2016-05-25 → 2023-04-04

Equitable Advisors, Llc

Akron, OH

Uniontown, OH
2013-07-03 → 2016-03-10

Charles Schwab & Co., Inc.

Richfield, OH

Other Businesses

1) Hopebridge-Board of Directors. PO Box 1180, Hartville, OH 44632. Board Member. 7 hrs/mo; 7 during trading hrs. 2) Financial Independence Group (FIG). 19520 W Catawba Ave, Ste 200, Cornelus, NC 28031. Variable Insurance/Life. Agent. Start 03/31/2023; 80 hrs/mo; 80 during trading hrs. 3) BGK Enterprises LLC. 1732 Gulf Street, NW, Uniontown, OH 44685. Rental properties. Owner. 5 hrs/mo; 5 during trading hrs. 4) Paramount Financial Planning. 750 Graham Road, Cuyahoga Falls, OH 44221. Financial planning business-DBA. Financial advisor, selling life insurance, creating financial plans, coordinating investment decisions. 120 hrs/mo; 120 during trading hrs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-02

S66 Uniform Combined State Law Examination

2013-07-02

Designations

View on SEC IAPD