Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zach? Claim Your ProfileZach Smith is a financial advisor with LPL Financial LLC in Dyersburg, TN. Zach has been in the industry since 2004 and has been registered with the state of Tennessee since 2015. Zach has a variety of certifications including a Certified Financial Planner designation. Zach has experience working with individuals, high net worth individuals, corporations, and trusts. Prior to working at LPL Financial LLC, Zach worked at First Citizens Financial Plus, Inc. in Dyersburg, TN and Morgan Stanley in Memphis, TN. Zach is a dedicated financial professional who is committed to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
11/17/2015 - Present
LPL Financial LLC (DYERSBURG TN)
TN
07/07/2010 - 11/23/2015
FIRST CITIZENS FINANCIAL PLUS, INC. (DYERSBURG TN)
TN
06/01/2009 - 07/20/2010
MORGAN STANLEY SMITH BARNEY (MEMPHIS TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEMPHIS TN)
TN
05/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (MEMPHIS TN)
BOTH
Issued 06/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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