Zachary Lawson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cary, NC, with 8 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
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Assets Under Management
Location
5001 Weston Pkwy STE 200, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a retirement plan advisor for Financial Directions Group, providing financial advisory services since April 2025. This takes about a quarter of his time, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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