Zachary Engraff
Zachary Engraff is a registered investment advisor at LPL Financial LLC, based in Erie, CO, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Erie, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Zachary is involved with Buffalo Financial Strategies, selling non-variable insurance, dedicating a few hours per week. He also uses Buffalo Financial Strategies as a DBA for his LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.