Zachary Scott is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 5 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
8850 Columbia 100 Pkwy Ste 400, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary operates under the DBA Integrated Financial Solutions, Inc. for his LPL business since 2021. He also works for The Arc of Central Chesapeake Region Inc providing personal in-home support (about a quarter of his time) and coaches high school baseball for Howard County Public School System (a few hours per week).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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