Zachary Bechtold (CRD# 6684813) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 7 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Lancaster, PA | Jan 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Lancaster, PA | Jan 2021 - Current | 3 |
| Fulton Financial Advisors | Lancaster, PA | Jan 2021 - Current | 3 |
| Fulton Bank | Lancaster, PA | Jan 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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