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Zachary N Threadgill

THREADGILL FINANCIAL, LLC·SPRING, Texas
Series 7, Series 66CFPClean record15 years registeredTHREADGILL FINANCIAL, LLC
1610 WOODSTEAD COURT, SPRING, TX 77380CRD# 5840092Firm CRD# 174865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary N Threadgill · SPRING, TX
Registration
CRD #5840092 · THREADGILL FINANCIAL, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

THREADGILL FINANCIAL, LLC
Feb 2015 – present
AWM FINANCIAL SERVICES INC. DBA ALLIED WEALTH MANAGEMENT
Sep 2014 – Mar 2015
HOUSTON, TX
MONEY MATTERS WITH KEN MORAIF
Apr 2011 – Jun 2014
PLANO, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Oct 2010 – Jun 2011
PLANO, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 1, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THREADGILL FINANCIAL, LLC
CRD 174865 · SEC 801-112505
AUM
$325M
Regulatory assets under management
Employees
3
861 client accounts
Services offered by THREADGILL FINANCIAL, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
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Introduction

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05

Frequently Asked Questions

What services does Zachary N Threadgill offer?
Zachary N Threadgill specializes in Investment Management. Contact their office in SPRING, Texas for a consultation.
What are Zachary N Threadgill's credentials?
Zachary N Threadgill holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Zachary N Threadgill located?
Zachary N Threadgill is based in SPRING, Texas, working with THREADGILL FINANCIAL, LLC. Their office serves clients in the SPRING metropolitan area and surrounding communities.
How does Zachary N Threadgill charge for services?
Zachary N Threadgill's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THREADGILL FINANCIAL, LLC?
THREADGILL FINANCIAL, LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THREADGILL FINANCIAL, LLC

Adam Reese Threadgill
HOUSTON, TX

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