William Zachery Hearne

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → Present
  Signature Wealth Strategies
  Florence, SC
• 04/2017 → Present
  Raymond James Financial Services, Inc
  Florence, SC
• 04/2017 → Present
  Florence Breakfast Rotary Club
  Florence, SC
• 11/2017 → Present
  Raymond James Financial Services Advisor Inc
  Florence, SC
• 04/2019 → 01/2020
  Penn Mutual Life Insurance
  Greenville, SC
• 06/2018 → Present
  Signature Wealth Group, Llc
  Greenville, SC

Other Businesses

(1)Name of Business: Signature Wealth Group, LLC Address: 518 E. North Street Suite 201, Greenville, SC, 29601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, meeting with clients regularly and performing research for other internal advisors.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-14

Other Names

• Zach Hearne