Zachary Karason, financial advisor Hinckley OH

Zachary Karason

CRD Number: 6374733
Current Firm: U.s. Bancorp Investments, Inc.

Zachary Karason (CRD# 6374733) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hinckley, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Strongsville, OH Nov 2020 - Current 3
Bank Of America, N.a. Charlotte, NC Feb 2015 - Nov 2020 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Jul 2014 - Nov 2020 6
Unemployed Charlotte, NC Apr 2014 - Jul 2014 < 1
Hendrick Bmw Charlotte, NC Jul 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Zachary A. Karason
Phone Number: 800-888-4700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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