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Zane Eschbaugh

9 Years of Experience
Marietta, OH
Broker

Zane Eschbaugh is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

416 Hart Street, Suite A, Marietta, OH, 45750

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2019 - February 2021 · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2019 - February 2021 · 1 yr 11 mos
Northwestern Mutual Investment Services,llc
October 2017 - March 2019 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2017 - March 2019 · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLC
September 2017 - September 2017 · 0 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2017 - September 2017 · 7 mos
J.P. Morgan Securities LLCBroker
November 2016 - December 2016 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
September 2016 - November 2016 · 2 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.