Zachary Lytle, financial advisor Phoenix AZ

Zachary Lytle

CRD Number: 7028307
Current Firm: Rbc Capital Markets, LLC

Zachary Lytle (CRD# 7028307) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
City National Bank Phoenix, AZ Oct 2021 - Current 1
Rbc Capital Markets, LLC Phoenix, AZ Oct 2018 - Current 4
Venture-me Phoenix, AZ Oct 2016 - Oct 2018 2
Johnson Financial Group Scottsdale, AZ Jul 2018 - Sep 2018 < 1
Exclusive Model Mangement Scottsdale, AZ Jun 2017 - Aug 2018 1
Arizona State University Tempe, AZ Aug 2013 - May 2018 4
Arizona Kidney Foundation Phoenix, AZ Aug 2015 - Dec 2015 < 1
Buckle Gilbert, AZ Mar 2013 - May 2013 < 1
Williams Field High School Gilbert, AZ Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Zachary E. Lytle
Phone Number: 212-858-7000
Registered State(s):
  • AZ
  • TX
  • VI
By the Numbers
  • Total Assets Under Management
    201,164
    MILLIONS
  • Total Number of Accounts
    395,275
    ACCOUNTS
  • Average Account Value
    $508,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, 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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