Zachary Holbert, financial advisor Chillicothe OH

Zachary Holbert

CRD Number: 7390201
Current Firm: Lpl Financial LLC

Zachary Holbert (CRD# 7390201) is an Investment Advisor Representative working at Lpl Financial LLC in Chillicothe, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Chillicothe, OH May 2022 - Current < 1
Lpl Financial LLC Chillicothe, OH Jun 2021 - May 2022 < 1
Bhm Cpa Group, Inc. Circleville, OH Oct 2012 - May 2021 8
Schneider Downs & Company, Inc. Columbus, OH Jan 2012 - Oct 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Zachary A. Holbert
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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