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Zackary T Budzik

Family Legacy Financial Solutions, LLC

Cary, NC

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Current Employers
Family Legacy Financial Solutions, Llc

6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-13
  • NC RA
    APPROVED
    Since 2025-03-13

Branch Locations

6501 Weston Pkwy Suite #300, Cary, NC 27513 • 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
OrganizationCityStateFromTo
University Of North Carolina At Greensboro Greensboro NC 08/2018 12/2023
Unemployed Stallings NC 10/2017 01/2018
Rolling Hills Country Club Monroe NC 05/2018 08/2018
Sky Zone Trampoline Park Charlotte NC 06/2017 09/2017
Carolina Mavericks Baseball Club Charlotte NC 08/2023 01/2024
Unemployed Stallings NC 12/2013 06/2017
Triad Financial Advisors Greensboro NC 07/2022 06/2023
Unemployed Greensboro NC 09/2018 03/2020
Unemployed Stallings NC 07/2023 08/2023
Carmel Country Club Charlotte NC 02/2018 04/2018
Fidelity Investments Durham NC 02/2024 09/2024
Door Dash Charlotte NC 04/2020 07/2022
Sun Valley High School Monroe NC 08/2014 06/2018
Family Legacy Financial Solutions, Llc Cary NC 09/2024 03/2025
Family Legacy Financial Solutions, Llc Cary NC 03/2025 Present
  • 08/2018 → 12/2023
    University Of North Carolina At Greensboro
    Greensboro, NC
  • 10/2017 → 01/2018
    Unemployed
    Stallings, NC
  • 05/2018 → 08/2018
    Rolling Hills Country Club
    Monroe, NC
  • 06/2017 → 09/2017
    Sky Zone Trampoline Park
    Charlotte, NC
  • 08/2023 → 01/2024
    Carolina Mavericks Baseball Club
    Charlotte, NC
  • 12/2013 → 06/2017
    Unemployed
    Stallings, NC
  • 07/2022 → 06/2023
    Triad Financial Advisors
    Greensboro, NC
  • 09/2018 → 03/2020
    Unemployed
    Greensboro, NC
  • 07/2023 → 08/2023
    Unemployed
    Stallings, NC
  • 02/2018 → 04/2018
    Carmel Country Club
    Charlotte, NC
  • 02/2024 → 09/2024
    Fidelity Investments
    Durham, NC
  • 04/2020 → 07/2022
    Door Dash
    Charlotte, NC
  • 08/2014 → 06/2018
    Sun Valley High School
    Monroe, NC
  • 09/2024 → 03/2025
    Family Legacy Financial Solutions, Llc
    Cary, NC
  • 03/2025 → Present
    Family Legacy Financial Solutions, Llc
    Cary, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
S63 Uniform Securities Agent State Law Examination 2024-05-29
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14
  • S63 Uniform Securities Agent State Law Examination
    2024-05-29
Other Names
  • Zackary T Budzik
  • Zackary Budzik

View on SEC IAPD

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Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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