Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Daniel Carothers is a financial advisor with LPL Financial LLC. He is based in Grangeville, ID. Zachary has been a registered financial advisor since 2023 and holds a Series 63, Series 65, Series 7TO, and SIE. He is registered to provide financial advice in multiple states. Prior to joining LPL Financial LLC, Zachary has worked with a variety of firms, including Monarch Marketing and Signia Capital. He is also a graduate of the University of Idaho.
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
ID
09/01/2023 - Present
LPL Financial LLC (GRANGEVILLE ID)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zachary Carothers is the right advisor for you? Invested Better is here to help.
