Zachary Holbert
Zachary Holbert is a registered investment advisor at LPL Financial LLC, based in Chillicothe, OH, with 4 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
265 N. Woodbridge Avenue, Suite A, Chillicothe, OH, 45601
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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 works as a salaried employee at Rathkamp Financial Inc. preparing taxes, dedicating about a quarter of his time. He also sells life and health insurance, spending about 10-20% of his time on this activity, and works full-time at Rathkamp Financial Inc. performing financial analysis, marketing, and administrative duties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations30 states
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