Zachary Edwards (CRD# 4984529) is an Investment Advisor Representative working at Lpl Financial LLC in Davenport, IA and has over 18 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Davenport, IA | Jul 2021 - Current | 2 |
| Rock Island-milan Education Foundation | Rock Island, IL | May 2020 - Current | 4 |
| The Edwards Group Inc. | Davenport, IA | Nov 2017 - Current | 6 |
| M&e Resource Group | Davenport, IA | Nov 2017 - Current | 6 |
| Don Wright Memorial Scholarship | Rock Island, IL | Oct 2012 - Current | 11 |
| Various Insurance Carriers For W&r Insurance Agencies | Bettendorf, IA | Feb 2011 - Jul 2021 | 10 |
| Waddell & Reed Inc. | Davenport, IA | Feb 2011 - Jul 2021 | 10 |
| Ascend Quad Cities | Davenport, IA | Jun 2017 - Jan 2019 | 1 |
| Rental Property | Rock Island, IL | Nov 2016 - Sep 2018 | 1 |
| Business Networking International | Davenport, IA | Oct 2012 - Sep 2018 | 5 |
| Quad City Chamber Of Commerce | Davenport, IA | Oct 2013 - Sep 2016 | 2 |
| Rock Island Kiwanis Club | Rock Island, IL | Oct 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- IA
- KS
- KY
- MD
- MI
- MN
- MO
- NE
- NV
- NM
- NC
- OH
- RI
- TX
- VA
- WA
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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