Zachary J Ewing
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCOct 2025 to now
- Edward JonesOct 2018 to Oct 2025
- UnemployedJul 2018 to Oct 2018
- Grand Canyon SpiritsMar 2018 to Jun 2018
- Hoot MartDec 2017 to Mar 2018
- Direct FairwaysSep 2017 to Dec 2017
- SafewayMay 2017 to Jun 2017
- Northern Arizona UniveristyJan 2017 to May 2017
- Primo'sSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7024335
- Firm CRD
- 6413