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Zane Eschbaugh

Advisor at Raymond James Financial

Updated today

Location

Marietta, OH 45750

Credentials

Series 66

Industry experience

9 years

About

Zane Eschbaugh is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Hall Financial Advisors, Wells Fargo Advisors, Northwestern Mutual, and JP Morgan Securities. Outside of his advisory duties, he is involved with Hall Financial Advisors as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

416 Hart Street, Suite A

Marietta, OH 45750

Most active in

Ohio · Texas · West Virginia

Work history

Raymond James Financial Services, Inc.

2021 - Present (5 years)

Raymond James Financial Services Advisors, Inc.

2021 - Present (5 years)

Hall Financial Advisors

2019 - 2023 (4 years)

Wells Fargo Advisors Financial Network, LLC

2019 - 2021 (2 years)

Hall Financial Advisors (Wells Fargo)

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2017 - 2019 (2 years)

Hall Financial LLC

2017 - 2017 (1 year)

Wells Fargo Advisors

2017 - 2017 (1 year)

JP Morgan Securities

2016 - 2016 (1 year)

Northwestern Mutual Life Insurance Company/Paul Hensley

2016 - 2016 (1 year)

Ohio Wesleyan University

2015 - 2016 (1 year)

OHSAA

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Income planning Real estate investing
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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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