Benjamin Zagorski (CRD# 1638304) is an Investment Advisor Representative working at Right Investment Team LLC in Avon, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 2820363
Edward Jones
CRD# 5247687
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Right Investment Team LLC | Avon, OH | Nov 2015 - Current | 8 |
| Accounting Team Ltd | Avon, OH | Sep 2005 - Current | 18 |
| H.d. Vest Advisory Services | Avon, OH | Jul 2014 - Jan 2016 | 1 |
| Hd Vest Investment Services | Avon, OH | Jul 2014 - Jan 2016 | 1 |
| Archer Investment Corporation | Indianapolis, IN | Nov 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$286,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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