Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Robert Turmelle is a financial advisor with Lion Street Financial, LLC in Austin, Texas. Zachary has been in the industry since April 2016. Zachary holds a Series 6, Series 63, and SIE licenses, and is registered in Arizona, California, and Texas. Zachary previously worked for Investcorp, Inc. and NFP Advisor 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.
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.
1
2
TX
04/22/2021 - Present
Lion Street Financial, LLC (AUSTIN TX)
AZ
01/13/2016 - 05/19/2020
INVESTACORP, INC. (PHOENIX AZ)
AZ
05/13/2015 - 12/31/2015
NFP ADVISOR SERVICES, LLC (PHOENIX AZ)
BC
Issued 03/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Turmelle is the right advisor for you? Invested Better is here to help.
