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Broderick Daniel Zach

Charles Schwab & CO., Inc.

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About Broderick Daniel Zach

Broderick Daniel Zach is a financial advisor with Charles Schwab & CO., Inc. in Omaha, Nebraska. Broderick has been a financial advisor for over 6 years. Previously, Broderick has worked with firms such as Woodbury Financial Services, Inc., Triad Advisors LLC, and Royal Alliance Associates, Inc. Broderick is licensed in Nebraska and specializes in financial planning.

Firm Information

Broderick Zach is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Broderick Zach’s Registration & Firm History

NE

11/30/2022 - Present

Charles Schwab & CO., Inc. (Omaha NE)

GA

12/21/2020 - 10/17/2022

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

12/21/2020 - 10/17/2022

LADENBURG THALMANN & CO. INC. (NEW YORK NY)

AZ

12/21/2020 - 10/17/2022

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

12/21/2020 - 10/17/2022

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

GA

12/21/2020 - 10/17/2022

TRIAD ADVISORS LLC (ATLANTA GA)

MN

12/21/2020 - 10/17/2022

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NE

03/30/2018 - 10/17/2022

SECURITIES AMERICA, INC. (LAVISTA NE)

NY

05/16/2019 - 12/12/2019

LADENBURG THALMANN & CO. INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Broderick Daniel Zach.
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