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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 Lemasters is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Albuquerque, New Mexico. Zachary has been in the financial services industry since 2024 and has a Series 7, Series 66 and SIE. Zachary is also registered as an investment advisor representative in New Mexico. Cambridge Investment Research Advisors, Inc. is a financial firm that provides investment advisory services, brokerage services, and financial planning services. The firm is headquartered in Fairfield, Iowa and has over 3000 employees. Zachary's clients are primarily individuals and families, but he also works with some charitable organizations and pension plans. Zachary's specializations include asset allocation, investment strategies, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NM
08/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (Albuquerque NM)
BOTH
Issued 07/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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