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Zachary Knight Israel

Investment Adviser Representative at BANKPLUS WEALTH ADVISORS

New Orleans, LACRD #7749429Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
LouisianaMississippiTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/20/2026
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/23/2024
SIE
Securities Industry Essentials Examination
Passed 10/2/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Bankplus Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKPLUS WEALTH ADVISORSCurrent
4/21/2026New Orleans, LA
NYLIFE SECURITIES LLC
2/23/20246/20/2025New Orleans, LA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Knight Israel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Knight Israel - Financial Advisor in New Orleans, LA | AdvisorFinder