Best Investors Account Sign in

Paul Joseph Zahorchak

LPl Financial LLC

Roanoke, VA

CRD 4562692

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2010-02-12
  • VA RA
    APPROVED
    Since 2010-02-12

Branch Locations

129 Campbell Ave Ste 202, Roanoke, VA 24011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Roanoke VA 02/2010 Present
Previous Registrations
Other Businesses

1. 02/12/2010 - KEYSTONE WEALTH & RETIREMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/10/2026 - Keystone Wealth & Retirement Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-25
  • S66 Uniform Combined State Law Examination
    2002-09-25

View on SEC IAPD

More in Roanoke, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor