Zakary Andrew Fresh
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCJun 2025 to now
- Mountain America Credit UnionJun 2025 to now
- First Citizens Investor ServicesDec 2023 to Jun 2025
- Svb Wealth LLCAug 2022 to Jun 2025
- Svb Investment Services IncAug 2022 to Dec 2023
- Silicon Valley BankAug 2022 to Mar 2023
- Fidelity InvestmentsOct 2020 to Aug 2022
- University of Utah HealthSep 2018 to Oct 2020
- University of UtahAug 2018 to May 2020
- A Plus Printing and DesignJun 2018 to Aug 2018
- West Valley Family Fitness CenterOct 2015 to Jun 2018
- Cyprus High SchoolAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7310565
- Firm CRD
- 6413