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Zachary Hamilton Otey

Brokers International Financial Services, LLC

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About Zachary Hamilton Otey

Zachary Otey is an investment advisor representative with Brokers International Financial Services, LLC. Zachary has been in the industry for over 20 years. In addition to being an investment advisor, Zachary is also a co-owner of Lighting SolutionZ, LLC, an electrical contractor, and Senior Executive Field Chairman of Hegemon Group International, an insurance and annuities sales company. Zachary is also the advisor for Wealth Format System, LLC, a DBA for securities business. Zachary is registered as an investment advisor representative in South Carolina.

Firm Information

Zachary Otey is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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other

Percentage of assets managed by third-party advisor firms

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Zachary Otey’s Registration & Firm History

SC

02/20/2024 - Present

Brokers International Financial Services, LLC (MT PLEASANT SC)

GA

03/21/2007 - 12/22/2008

INTERSECURITIES, INC. (ROSWELL GA)

GA

06/18/2004 - 03/29/2007

EQUITY LEADERSHIP SECURITIES GROUP, INC. (ALPHARETTA GA)

AL

01/01/2004 - 06/18/2004

STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 10/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/29/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Hamilton Otey.
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