Zachary Lane Samples
Investment adviser representative at Lcp Institutional, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lcp Institutional, LLCMay 2026 to now
- Rockefeller Financial LLCFeb 2022 to May 2026
- Fsc Securities CorporationNov 2018 to Feb 2022
- Royal Alliance AssociatesNov 2018 to Sep 2021
- Sagepoint Financial, Inc.Nov 2018 to Sep 2021
- Woodbury Financial Services Inc.Nov 2018 to Sep 2021
- First CommandJul 2018 to Nov 2018
- Bmc ConstructionJun 2018 to Nov 2018
- E*trade Securities LLCJan 2018 to Nov 2018
- Mister Car WashAug 2017 to Dec 2017
- DurobuildJan 2017 to Jul 2017
- The Smith House Management CompnanyJul 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Lcp Institutional, LLC
$3.2BAssets managed
133Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905706
- Firm CRD
- 325133