Zachary Bechtold, financial advisor Lancaster PA

Zachary Bechtold

CRD Number: 6684813
Current Firm: Raymond James Financial Services Advisors, Inc.

Zachary Bechtold (CRD# 6684813) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Lancaster, PA Jan 2021 - Current < 1
Raymond James Financial Services Advisors, Inc. Lancaster, PA Jan 2021 - Current < 1
Fulton Financial Advisors Lancaster, PA Jan 2021 - Current < 1
Fulton Bank Lancaster, PA Jan 2021 - Current < 1
Unemployment Lutherville, MD Sep 2020 - Jan 2021 < 1
Academy Financial, Inc. Lutherville, MD May 2018 - Sep 2020 2
Lincoln Financial Advisors Lutherville, MD Apr 2018 - Sep 2020 2
Unemployed New Providence, PA Jan 2018 - Apr 2018 < 1
Axa Advisors, LLC New York, NY Oct 2016 - Jan 2018 1
Unemployed New Providence, PA May 2016 - Oct 2016 < 1
Carlisle Etcetera Westminster, MD Oct 2015 - May 2016 < 1
Mcdaniel College Westminster, MD Aug 2012 - May 2016 3
Applebee's Westminster, MD Aug 2015 - Sep 2015 < 1
Worley & Obetz Manheim, PA May 2015 - Aug 2015 < 1
Buck Iron Company Quarryville, PA May 2014 - Aug 2014 < 1
Herr's Chips Nottingham, PA May 2013 - Aug 2013 < 1
Herrcastle Farms Quarryville, PA Jul 2012 - Aug 2012 < 1
Good N' Plenty Smoketown, PA Feb 2012 - Aug 2012 < 1
Solanco High School Quarryville, PA Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Zachary R. Bechtold
Phone Number: 727-567-3020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • 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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