Zachary Larkin (CRD# 4377320) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 13 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cynosure Management, LLC | Salt Lake City, UT | Aug 2020 - Current | 3 |
| Self Employed | Salt Lake City, UT | Mar 2020 - Aug 2020 | < 1 |
| Rondure Global Advisors, LLC | Salt Lake City, UT | Jan 2018 - Mar 2020 | 2 |
| Grandeur Peak Global Advisors, LLC | Salt Lake City, UT | Mar 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- UT
-
Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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