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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 William Payne is a financial advisor with LPL Financial LLC, a large independent broker-dealer with more than $50 billion in assets under management. Zachary is licensed in 17 states and the District of Columbia and holds the Series 7, Series 66, and SIE exams. Zachary has previous experience with Edward Jones, Cambridge Investment Research, Inc. and GreenState Credit Union. Zachary has been in the securities industry since 2018 and has experience in various investment-related areas, including financial planning, portfolio management, and pension consulting. Zachary also serves as a pastor at Two Timbers Church of Christ in Oskaloosa, Iowa. Zachary is dedicated to providing personalized financial guidance and customized investment solutions to help clients achieve their financial goals.
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
IA
06/28/2023 - Present
LPL Financial LLC (Iowa City IA)
IA
10/11/2019 - 10/15/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Iowa City IA)
IA
09/20/2018 - 10/07/2019
EDWARD JONES (NORTH LIBERTY IA)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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