ZacharyBohannon- Financial Advisor Paducah, KY

Home > Financial Advisor Directory > kentucky > paducah

About Zachary Bohannon

Nestled in the heart of Paducah, Prudential Advisors is a full-service advisory and planning firm dedicated to helping individuals, families, and businesses pursue financial freedom and well-being.

With a deep understanding of the unique needs of our local community and a commitment to personalized service, we provide comprehensive financial planning and investment strategies tailored to each client's goals. Whether you're preparing for retirement, growing your wealth, or preserving a legacy for future generations, Prudential Advisors has the tools and resources to help navigate your way forward.

See Disclosures

General Information

CRD#

6936985

Firm CRD#

8733

Insurance License#

19046368

Name of Broker/Dealer

LPL Enterprise

States Licensed in

KY, IL

Work Experience

Prudential Advisors: Financial Advisor
Current Role

Fidelity Investments: Service Solutions Group
Jan 2022 - Feb 2025

Wells Fargo Advisors: Associate Financial Advisor
Aug 2019 - Jan 2022

Northwestern Mutual: Financial Representative
Jul 2018 - Aug 2019

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA^®

Securities Licenses

Series 7, Series 6, Series 9, Series 10, Series 63, Series 65

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Variable Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Education

Master of Science - Organizational Communication

Murray State University
08/01/2012 -05/15/2014

Disclosures

Form ADV 2A: LPL Enterprises Firm Disclosure.
Web: https://www.lpl.com/disclosures/lpl-financial-firm-brochure-and-program-forms-for-advisory-services.html
PDF: https://www.lpl.com/content/dam/edam/format/disclosure/A58.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892857/paladinregistry-Prudential-Advisors-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Zachary Bohannon

Prudential Advisors