ZH
Zachary O. Harris
CPC ADVISORS
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 7384594
ZH
Professional summary
Zachary Owen Harris, who also goes by Zach Owen Harris, is a registered financial advisor currently at CPC ADVISORS, LLC located in Virginia Beach, Virginia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Virginia Beach, Virginia.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Owen Harris
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: Bellars Harris Wealth Management, LLC Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Consolidated Planning Corporation Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 04/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (3)Name of Business: ZOH Enterprises, Inc Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Owen Harris'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®
NoneExperience
Current
May 13, 2022 - Present
CPC ADVISORS, LLC
Office #1: 4429 Bonney Road, Virginia Beach, VA 23462RIA
CRD#: 111025
Virginia Beach, VA
Current
December 17, 2021 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 4429 Bonney Rd Ste 530, Virginia Beach, VA 23462-3881BD
CRD#: 6694
Virginia Beach, VA
Past
April 28, 2022 - September 19, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Virginia Beach, VA
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".
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/23/2024)
RR
Arizona(7/23/2024)
RR
Arkansas(3/14/2025)
RR
California(7/23/2024)
RR
Colorado(7/23/2024)
RR
Connecticut(7/23/2024)
RR
District of Columbia(7/23/2024)
RR
Florida(7/23/2024)
RR
Georgia(7/23/2024)
IAR
Georgia(9/20/2024)
RR
Idaho(1/23/2025)
RR
Illinois(7/23/2024)
RR
Louisiana(7/23/2024)
RR
Maine(7/23/2024)
RR
Maryland(7/23/2024)
RR
Massachusetts(7/23/2024)
RR
Montana(7/23/2024)
RR
Nevada(7/23/2024)
RR
New Jersey(7/23/2024)
RR
New York(7/23/2024)
RR
North Carolina(7/23/2024)
RR
Ohio(5/10/2024)
RR
Oregon(3/10/2025)
RR
South Carolina(7/23/2024)
IAR
South Carolina(9/19/2024)
RR
Texas(7/23/2024)
IAR
Texas(9/19/2024)
RR
Utah(7/23/2024)
RR
Virginia(4/28/2022)
IAR
Virginia(5/13/2022)
RR
Washington(7/23/2024)
RR
West Virginia(7/23/2024)
RR
Wisconsin(8/1/2024)
RR
Wyoming(7/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
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Contact information
Main Address
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
Mailing Address
Phone number
(404) 879-3000
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,696 |
| AUM (Assets Under Management) | $ 2,095,480,549 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
