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1031 Qualified Intermediary

Exchange Services, LLC - Zions Bancorporation

Exchange Services, LLC, a part of Zions Bancorporation and headquartered in Utah, serves as a qualified intermediary (QI) to securely hold funds in a qualified trust account during the period between the sale of your relinquished property and the purchase of replacement property. The company ensures the safety of your proceeds by placing them in FDIC-insured qualified trust bank accounts, which can be with or without interest, or in fully collateralized accounts. Zions Bank acts as the trustee with you as the beneficiary. These accounts are held with Zions Bancorporation affiliates like Zions Bank, California Bank and Trust, Vectra Bank, National Bank of Arizona, and Amegy Bank, with FDIC insurance up to $250,000. Exchange Services, LLC is not a member of the Federation of Exchange Accommodators.

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Services & Pricing

Not Verified
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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

Not Verified
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Utah

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Who works at Exchange Services, LLC - Zions Bancorporation?

Kelly A. Pearl, CES®
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Business Info

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Verified by Deferred

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Not Verified by Deferred

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

It's not clear if this business is a member of the Certified Exchange Specialists.

Exchanges Completed

Number of verified exchanges performed by the business.

Exchanges Completed

It is unclear how many 1031 exchanges this business has completed.

Years of Experience

Number of years Exchange Services, LLC - Zions Bancorporation has been in business.

Years of Experience

It is unclear how long Exchange Services, LLC - Zions Bancorporation has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.

Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

FAQs

What People Ask Exchange Services, LLC - Zions Bancorporation

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