Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake Zimmerman is a financial advisor with LPL Financial LLC. Drake has been in the industry since 1982 and is registered in 42 states. Drake is a Certified Financial Planner and a Chartered Financial Analyst. Drake has experience with a variety of financial products and services, including investment planning, retirement planning, and estate planning. Drake is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/30/2024 - Present
LPL Financial LLC (NORMAL IL)
IL
01/11/1995 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NORMAL IL)
NA
12/15/1994 - 01/06/1995
FIRST ALLIED SECURITIES, INC.
CA
05/31/1989 - 12/23/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
02/21/1985 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
01/14/1985 - 02/12/1985
A. G. EDWARDS & SONS, INC.
NA
10/20/1982 - 01/02/1985
EDWARD D. JONES & CO., L.P.
IA
Issued 04/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1985
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/08/1986
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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