Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Edwards is an investment advisor representative at LPL Financial LLC. Zachary has been in the financial industry since 2005. Zachary is registered with the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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
IA
01/01/2025 - Present
LPL Financial LLC (DAVENPORT IA)
IA
02/15/2011 - 07/21/2021
WADDELL & REED (DAVENPORT IA)
IL
06/13/2006 - 01/18/2011
CHASE INVESTMENT SERVICES CORP. (MOLINE IL)
IL
08/23/2005 - 03/08/2006
EDWARD JONES (ROCK ISLAND IL)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Edwards is the right advisor for you? Invested Better is here to help.
