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Zachary W Ashburn

Reach Strategic Wealth LLC

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About Zachary W Ashburn

Zachary Ashburn is a financial advisor registered with Reach Strategic Wealth LLC. Zachary has over 5 years of experience in the financial industry and holds Series 66, SIE and Series 7 licenses. Zachary is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Zachary's previous experience includes working at LPL Financial LLC and Invest Financial Corporation.

Firm Information

Zachary Ashburn is currently registered with Reach Strategic Wealth LLC. Reach Strategic Wealth LLC is an investment advisory firm that offers financial planning, pension consulting, and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $7.98 million in assets and has 68 clients.

$7.98M

Assets Under Management

9

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Ashburn’s Registration & Firm History

NC

08/18/2023 - Present

Reach Strategic Wealth LLC (SOUTHPORT NC)

NC

02/14/2018 - 05/29/2019

LPL FINANCIAL LLC (KERNERSVILLE NC)

NC

03/07/2015 - 02/14/2018

INVEST FINANCIAL CORPORATION (KERNERSVILLE NC)

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Licenses & Designations

BOTH

Issued 04/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary W Ashburn.
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