David Zachrich (CRD# 1440719) is an Investment Advisor Representative working at Spc in Warsaw, IN and has over 38 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 2837589
Edward Jones
CRD# 6149818
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkland Securities, LLC | Ann Arbor, MI | Aug 2014 - Current | 9 |
| Spc | Ann Arbor, MI | Aug 2006 - Current | 17 |
| Sammons Securities Company | Ann Arbor, MI | Aug 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IN
- OH
- OK
- TX
- VA
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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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