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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Allen O'Connor is an investment advisor representative registered with Valeo Financial Advisors, LLC. Zachary Allen O'Connor is located in Carmel, IN. Zachary Allen O'Connor has been in the securities industry since January 2022. Zachary Allen O'Connor is a CERTIFIED FINANCIAL PLANNER™ professional. Zachary Allen O'Connor's current employer is Valeo Financial Advisors, LLC. Zachary Allen O'Connor has a total of 0 state exams, 0 product exams, and 0 principal exams on record. Zachary Allen O'Connor has passed the Series 65 exam. Zachary Allen O'Connor is registered in Indiana as an Investment Advisor Representative. Zachary Allen O'Connor specializes in the areas of Retirement Planning, College Savings Plans, Estate Planning, Insurance and Annuities and Long-Term Care Planning. Valeo Financial Advisors, LLC is a registered investment adviser. Valeo Financial Advisors, LLC is a Registered Investment Advisor with the SEC and has approximately 8944535606 in assets under management. Valeo Financial Advisors, LLC has a branch office in Carmel, IN. Valeo Financial Advisors, LLC provides financial planning services for individuals, businesses and institutions. Valeo Financial Advisors, LLC charges fees for financial planning services. Valeo Financial Advisors, LLC also manages assets for individuals, businesses and institutions. Valeo Financial Advisors, LLC charges fees for asset management services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
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IN
08/22/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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