Zachary LytleCRD 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.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
|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|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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