Zachary Holtzman is a registered investment advisor, based in Lubbock, TX, with 17 years of industry experience.
Location
4412 74th St, Lubbock, TX, 79424
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is the CEO of Holtzman Wealth Strategies, LLC, where he advises clients on investments, dedicating about half of his time. He is also an agent for Oak Crest Insurance Agency, spending a few hours per week in this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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