Zachary Husni Makawi

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 04/2019
  Next Financial Group Inc
  Houston, AZ
• 04/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-05-08 → 2019-04-29
  Next Financial Group, Inc.
  Scottsdale, AZ

Other Businesses

1) INDEPENDENT INSURANCE AGENT, TEMPE AZ, 10/2012, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO 20 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 04/2019, AS ADVISORY REP OF A RIA. INV REL, 120 HR/MO 120 HR/MO TRADING 3) ALL OF LIFE FINANCIAL LLC, 7517 S MCCLINTOCK DRIVE STE 105 TEMPE AZ, MEMBER, DBA, 01/2020, NIR, 160 HR/MO 160 HR/MO TRADING 4) ZACHARY MAKAWI, 2216 W CURRY STREET CHANDLER AZ, 06/2021, OWNER, RENTAL PROPERTY, NIR, 2 HR/MO 0 HR/MO TRADING 5) PARADISE PARROT RESCUE, 5300 N PLACITA DEL PENSADOR TUSCON AZ, 09/2023, BOARD MEMBER, NON-PROFIT, NIR, 1 HR/MO 0 HR/MO TRADING 6) ALL OF LIFE HOLDINGS LLC, 430 W WARNER ROAD TEMPE AZ, 02/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 1 HR/MO TRADING 7) SOLANA, 430 W Warner Road, Suite 116, Tempe AZ 85284, United States, 08/20/2024, Owner, DBA Name, INV REL, 160 HR/MO 160 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2013-04-25

Designations

• Certified Financial Planner

Other Names

• Husni Zachary H Makawi Al-Yafawi
• Zachary H Makawi
• Zachary H Makawi
• Zach H Makawi