David Zachrich, financial advisor Warsaw IN
83 score

David Zachrich

CRD Number: 1440719
Current Firm: Spc

David Zachrich (CRD# 1440719) is an Investment Advisor Representative working at Spc in Warsaw, IN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Current 2
Spc Ann Arbor, MI Aug 2006 - Current 10
Sammons Securities Company Ann Arbor, MI Aug 2006 - Aug 2014 8
Money Concepts Capital Palm Beach Gardens, FL Jan 1986 - Aug 2006 20
Money Concepts Intl Palm Beach Gardens, FL Nov 1985 - Aug 2006 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Apr 1996
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David L. Zachrich
Phone Number: 734-663-1611
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
83

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