ZM
CFP
ZM
CFP

Zachary Thomas Majors

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
Loading...

Location

12549 Louetta Road, Cypress, TX, 77429

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Zachary is an owner of an insurance agency, Centric Risk Strategies, LLC, and a licensed insurance agent, dedicating about 10-20% of his time. He also owns Majors Family Holdings LLC, a consulting firm, and is a partner in Majors Mondragon & Partners, LLC, spending about 10-20% of his time on each. Zachary also holds ownership in Centric Holdings LLC, a holding company, spending minimal time on it.

Employment History
Current Registrations
Centric Advisors, LLC
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Mwa Financial Services, INC.
February 2014 - May 2016 · 2 yrs 3 mos
Mwa Financial Services INC.Broker
July 2010 - May 2016 · 5 yrs 10 mos
Securian Financial Services, INC.
April 2010 - June 2010 · 2 mos
Securian Financial Services, INC.Broker
March 2010 - June 2010 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Zachary Thomas Majors - Financial Advisor | TrueAdvisor