Zachary
Spainhour

Lpl Financial LLC

CRD#7230414
Investment Advisor
in Fort Mill, SC

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About this Advisor

Zachary Spainhour is a financial advisor based out of Fort Mill, South Carolina who has 2 years of relevant experience. Spainhour works at Lpl Financial LLC. Throughout their career, Spainhour has worked at Chick-Fil-A, Piedmont Building Systems, Unc Music Department, British Taxi, Conner Financial Group, LLC, City News Beat, University Of North Carolina At Chapel Hill, Equis Financial, Appalchian State University, Central Piedmont Community College, East Gaston High School, Brokers International Financial Services, LLC, Retirement Transition Advisory Group, LLC and Lpl Financial, LLC. Spainhour has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in South Carolina. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in assets among its 1,688,501 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees depend on the financial services offered. However, fee types charged by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

259 Textile Way Ste 105
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

SC Average: $646,059,043
Total Number of Employees

31,366

SC Average: 13
Total Number of Accounts

1,688,501

SC Average: 661
Average Account Size

$217,956

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Zachary Spainhour Work History

Zachary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2020 - 2021 (1 year)

Brokers International Financial Services, LLC

2020 - 2021 (1 year)

Retirement Transition Advisory Group, LLC

2019 - 2019 (< 1 year)

City News Beat

2018 - 2018 (< 1 year)

British Taxi

2018 - 2018 (< 1 year)

Conner Financial Group, LLC

2017 - 2020 (3 years)

Unc Music Department

2017 - 2020 (3 years)

University Of North Carolina At Chapel Hill

2017 - 2017 (< 1 year)

Equis Financial

2017 - 2017 (< 1 year)

Central Piedmont Community College

2016 - 2018 (2 years)

Piedmont Building Systems

2015 - 2016 (1 year)

Appalchian State University

2014 - 2016 (2 years)

Chick-Fil-A

2011 - 2015 (4 years)

East Gaston High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Spainhour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Tyrell Marchant
Salt Lake City, UT
John Noone
Bedford, MA
William Feudale
Hazleton, PA
Ralph Shute
Richmond, IN
Michelle Paris
Croydon, NH
Grzegorz Szymczak
Hinsdale, IL
Raymond Lopez
Fresno, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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