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Zachary Bechtold

8 Years of Experience
Lancaster, PA
Broker

Zachary Bechtold is a registered investment advisor, based in Lancaster, PA, with 8 years of industry experience.

Location

One Penn Square, Fl 4, Lancaster, PA, 17602

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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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Other Business Activities

Zachary is a finance/investment committee member at Fulton Bank since 2021, dedicating about half of his time. He is also an associate/employee at Fulton Financial Advisors, spending about half his time there as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
February 2019 - October 2020 · 1 yr 8 mos
Lincoln Financial Advisors CorporationBroker
April 2018 - October 2020 · 2 yrs 6 mos
AXA Advisors, LLCBroker
October 2016 - February 2018 · 1 yr 4 mos
State Registrations20 states
ALARAZCACODEFLGAILMDMINHNJNYOHPASCTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Zachary Bechtold - Financial Advisor | TrueAdvisor