Zachary B. Hurd
SAGESPRING WEALTH PARTNERS
Franklin, TN 37067
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CRD#: 5991220
Professional summary
Zachary Byron Hurd, CFP®, who also goes by Zachard Byron Hurd, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Franklin, Tennessee.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachard Byron Hurd
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2012 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 clients with term life, long term care and disability insurance needs. (2)Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37027, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 03/02/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor helping clients with financial planning as apart of a team at SageSpring Wealth Partners (3)Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5, 801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: -Team Lead Financial Advisor. \n-Partner of Sage Spring Wealth Partners.\n-Relationship Manager of Select Group of Financial Planning Clients, providing comprehensive financial planning.\n (4)Name of Business: Sircy Hurd Wealth Team Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 02/06/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Work with clients of sagespring wealth partners providing financial planning and investment management (5)Name of Business: Sircy-Hurd Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Helping individuals with their long-term plans and helping them plan for their futures.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Byron Hurd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
September 20, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067RIA
CRD#: 283515
Franklin, TN
Past
January 26, 2012 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FRANKLIN, TN
Past
December 13, 2011 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRANKLIN, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
Registered Investment Advisory firm - (7/6/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(9/20/2016)
IAR
Texas(3/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
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Contact information
Main Address
801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 861-6100
Established
Firm type
Fiscal year end
# of Employees
180
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,811 |
| AUM (Assets Under Management) | $ 6,485,071,326 |
Red Flags
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