Zachary William Tussel

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

• 08/2016 → 08/2017
  New York Life
  Charlotte, NC
• 09/2016 → 06/2017
  Nylife Securities, Llc
  Charlotte, NC
• 08/2017 → 10/2017
  Raymond James Financial Services, Inc.
  Denver, NC
• 10/2017 → Present
  Raymond James Financial Services, Inc.
  Denver, NC
• 01/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Denver, NC
• 08/2017 → 12/2022
  Elmore Financial Group
  Denver, NC
• 02/2023 → 06/2025
  Elmore Financial Group
  Denver, NC

Other Businesses

(1) Name of Business: Address: 2326 N Nc 16 Business Hwy Ste 9, Denver, NC, 28037-8353, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sell life insurance products and fixed annuities (2) Name of Business: Boats & Tows LLC Address: 318 rembert c dennis blvd, moncks corner, SC, 29461, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: help with projects , problem solving (3) Name of Business: Clean Supreme Ventures LLC Address: 17350 State Hwy 249 STE 220, Houston , TX, 77064, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: minority business partner , no business responsibilities (4) Name of Business: Magnolia Capital Group LLC Address: 2326 N Nc 16 Business Hwy Ste 9, Denver, NC, 28037-8353, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: magnolia capital group llc is just a way for me to keep track of expenses etc here at raymond james , i also have a DBA for Magnolia Capital Group that is Sequoia Wealth Management , these are both just one company that i own and operate as a support company for my Raymond James activities (5) Name of Business: Tussel Investments Address: 2326 N Nc 16 Business Hwy Ste 9, Denver, NC, 28037-8353, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/31/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor (6) Name of Business: TussMore LLC Address: 2326 N Nc 16 Business Hwy Ste 9, Denver, NC, 28037-8353, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: work with builder to build mini storage

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29

Other Names

• Zachary William Tussel
• Zach Tussel
• Zachary W Tussel