Zachary Lipton has been an investment adviser representative at Fellowship Financial Planning since April 2024, and is not listed among the firm’s executive officers or direct owners.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
Zachary Lipton’s longest registration was 5 years at Valic Financial Advisors, Inc. (2016–2021). Before joining Fellowship Financial Planning in 2024, Zachary Lipton was registered through Financial Advocates Investment Management and Valic Financial Advisors, Inc.
- Financial Advocates Investment Management– · 2 yearsSpokane, WA · Adviser representative · Firm CRD 151298
- Valic Financial Advisors, Inc.– · 5 yearsSpokane, WA · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Zachary Lipton is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Idaho, in June 2024.
- IdahoSince 12 June 2024
- WashingtonSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 November 2016 |
| Series 7 | General Securities Representative Examination | 10 October 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary David Clark Lipton
- CRD
- 6693864
- Firm
- Fellowship Financial Planning · CRD 330347
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Lipton work?
Zachary Lipton is an investment adviser representative registered through Fellowship Financial Planning, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Lipton a financial advisor?
Yes. Zachary Lipton has a current investment-adviser registration in Idaho and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does Zachary Lipton have?
Zachary Lipton has 10 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Zachary Lipton passed?
Zachary Lipton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2016. FINRA credited Zachary Lipton with the SIE, which began in October 2018.
Where did Zachary Lipton work before Fellowship Financial Planning?
Before Fellowship Financial Planning, Zachary Lipton was registered through Valic Financial Advisors, Inc., November 2016 to November 2021.
Is Zachary Lipton registered with FINRA?
No. Zachary Lipton has no current broker registration.
How can I verify Zachary Lipton’s record?
Search CRD 6693864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Lipton’s full registration record.