Zachary Lauzon has been an investment adviser representative at Allegiance Financial Group since March 2015, and is not listed among the firm’s executive officers or direct owners.
Allegiance Financial Group, Inc. is a South Portland, ME firm with $181M under management, 173 clients and 6 advisers in one office, as of its March 2026 filing.
Zachary Lauzon’s longest registration is the current one, 11 years at Allegiance Financial Group since 2015.
- Savant Wealth ManagementAlso current– present · under a yearSouth Portland, ME · Adviser representative · Firm CRD 107271
- – present · 11 yearsSouth Portland, ME · Adviser representative · Firm CRD 113826
Investment adviser representative registrations
Zachary Lauzon is registered as an investment adviser representative in Maine, since March 2015.
- MaineSince 17 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 December 2014 |
| Series 7 | General Securities Representative Examination | 30 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Tyler Lauzon
- CRD
- 5954185
- Firm
- Allegiance Financial Group · CRD 113826
- Office
- 50 DONALD B. DEAN DRIVE, SUITE ONE, South Portland, ME 04106
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Lauzon work?
Zachary Lauzon is an investment adviser representative registered through Allegiance Financial Group, Inc. since March 2015, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Lauzon a financial advisor?
Yes. Zachary Lauzon has a current investment-adviser registration in Maine, through Allegiance Financial Group since March 2015.
How many years of experience does Zachary Lauzon have?
Zachary Lauzon has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Zachary Lauzon passed?
Zachary Lauzon has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited Zachary Lauzon with the SIE, which began in October 2018.
Where is Zachary Lauzon based?
Zachary Lauzon’s registered office is in South Portland, ME.
Is Zachary Lauzon registered with FINRA?
Yes. Zachary Lauzon has a current broker registration, under CRD 5954185.
Source: FINRA BrokerCheck
How can I verify Zachary Lauzon’s record?
Search CRD 5954185 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Lauzon’s full registration record.