ZP
ZP

Zachary Paul

3 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

3312 Rosedale Street NW Suite 201, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Zachary is dual registered with Sowell Management Services and Trutoro, providing financial services and transacting financial products. He also owns rental property and is a founding member of Rep Gym Pass LLC, dedicating minimal time to each of these endeavors.

Employment History
Current Registrations
TrutoroBroker
September 2022 - Present · 3 yrs 5 mos
Sowell Management
August 2022 - Present · 3 yrs 6 mos
Lighthouse Wealth Strategies, LLC
August 2022 - Present · 3 yrs 6 mos
State Registrations2 states
TXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.