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Brent Jacob Zackon

RTD Financial Advisors Inc.

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About Brent Jacob Zackon

Brent Jacob Zackon is a Certified Financial Planner™ professional with over 6 years of experience in the financial services industry. Brent has been with RTD Financial Advisors, Inc. since August 2015. Brent specializes in retirement planning, investment management, and college savings. Brent is dedicated to helping individuals and families achieve their financial goals. Brent is a registered Investment Advisor Representative (IAR) in Pennsylvania. Brent is committed to providing personalized financial advice and guidance to each of Brent's clients.

Firm Information

Brent Zackon is currently registered with RTD Financial Advisors Inc.. RTD Financial Advisors Inc. is a registered investment advisor located in Philadelphia, PA. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. The firm manages approximately $2.12 billion in assets.
RTD Financial Advisors Inc.

30 S. 17TH STREET

PHILADELPHIA, PA 19103

$2.12B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Zackon’s Registration & Firm History

PA

05/07/2021 - Present

RTD Financial Advisors Inc. (Philadelphia PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent Jacob Zackon.
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