![Zachary Van Zant, financial advisor La Grange KY](/img/ws/profile-blank-sq.png)
Zachary Van Zant (CRD# 6522126) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 8 years of experience in the finance industry. Zachary Van Zant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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CRD# 6729610
Lpl Financial LLC
![Neil Abney, financial advisor La Grange KY](/img/ws/profile-blank-sq.png)
CRD# 4035401
Ameriprise Financial Services, LLC
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CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Concourse Financial Group Securities Inc. | Lagrange, KY | Jul 2015 - Current | 8 |
(dba) Financial Solutions, Inc. | Lagrange, KY | Jun 2015 - Current | 8 |
Basketball Academy | Pewee Valley, KY | Oct 2008 - Jun 2015 | 6 |
Western Kentucky University | Bowling Green, KS | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- KY
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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