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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 Clemons is a financial advisor currently working at LPL Financial LLC in Baton Rouge, Louisiana. Zachary is registered with FINRA and has 12 years of experience in the financial services industry. Zachary has a wide range of experience and expertise, including working with clients from insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth. Zachary holds FINRA Series 6, 7, 24, and 66 licenses. Prior to LPL Financial LLC, Zachary has worked for firms such as Artisan Partners Distributors LLC, Wells Fargo Funds Distributor, LLC, National Planning Corporation, Investment Centers of America, Inc., SII Investments, Inc., and UMB Distribution Services, LLC.
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.
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2
LA
06/29/2022 - Present
LPL Financial LLC (BATON ROUGE LA)
WI
10/29/2019 - 06/15/2022
ARTISAN PARTNERS DISTRIBUTORS LLC (MILWAUKEE WI)
NC
12/01/2017 - 10/24/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
CA
02/22/2012 - 11/21/2017
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
02/21/2012 - 11/21/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/28/2011 - 11/21/2017
SII INVESTMENTS, INC. (APPLETON WI)
WI
11/06/2010 - 02/04/2011
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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