Zachary Charles Rawl
Investment adviser representative at Sunbelt Securities
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sunbelt Securities, Inc.Jul 2024 to now
- N.I.S. Financial Services IncSep 2020 to Jul 2024
- National Western LifeSep 2020 to Jun 2024
- UnemployedMay 2020 to Sep 2020
- University of HoustonAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7324316
- Firm CRD
- 42180