Zachary Bohannon
Prudential Advisors
221 West Pointe Drive
Paducah, KY 42001
2702163002
About Prudential Advisors
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
Firm Start Year
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.rothira.org/disclosure/1892857/rothira-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