Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Ward Scholfield is an Investment Advisor Representative at DCA Family Office, LLC, a firm based in Roseville, California. Zachary has been in the industry since 2007. Zachary is registered to provide investment advisory services in California. Zachary holds the Series 65 license and has experience in family office services, selection of other advisors, and portfolio management for businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Family office 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/20/2023 - Present
DCA Family Office, LLC (ROSEVILLE CA)
IA
Issued 10/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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