Zachary L Brown
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 LLCMar 2024 to now
- Sei Wealth ManagementMar 2024 to now
- Northern Kentucky UniversityDec 2023 to May 2025
- Ameriprise FinancialMay 2022 to Aug 2022
- Total Wealth PlanningMay 2022 to Jul 2022
- Virginia TechAug 2021 to Dec 2023
- Fox Premier HardwoodMay 2021 to Aug 2021
- Green Acres Kayak RentalMay 2019 to Aug 2019
- Perfect North SlopesDec 2018 to Dec 2023
- East Central High SchoolAug 2017 to May 2021
- Snappy Tomato PizzaMay 2017 to Dec 2024
- Sunman Dearborn Middle SchoolMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7741742
- Firm CRD
- 6413