Zachary Leighton is a registered investment advisor at LPL Financial LLC, based in Woburn, MA, with 17 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
400 Tradecenter, Suite 4810, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary operates Alta Wealth Advisors as a DBA for his LPL business and is also a Registered Investment Advisor through Alta Wealth Advisors LLC, dedicating full-time hours to this activity. Zachary also owns rental real estate, spending a few hours per week on it, and is a business owner of Cranberry Harvest Co LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Alta Wealth Advisors LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Santander Securities
Santander Securities LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations7 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.