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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Doxtater is a financial advisor registered with LPL Financial LLC, a firm that has over 1900,000 client accounts and over $460 billion in assets under management. Zachary Doxtater has been in the financial industry since 2007 and has been registered with LPL Financial LLC since 2010. Zachary Doxtater holds the Series 7, Series 66 and SIE licenses. Zachary Doxtater is licensed to provide investment advice in 10 states and the District of Columbia. Zachary Doxtater's primary office is located in STANWOOD, MI.
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.
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MI
06/04/2010 - Present
LPL Financial LLC (STANWOOD MI)
MI
01/06/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (STANWOOD MI)
MI
12/21/2007 - 01/02/2009
EDWARD JONES (STANWOOD MI)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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