David
Zachrich
Spc
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About this Advisor
David Zachrich is a financial advisor based in Warsaw, Indiana, working with Spc. David has previously held positions at Sammons Securities Company, Spc, and Parkland Securities, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Indiana, Ohio, Oklahoma, Texas, and Virginia. Currently, David is part of Spc, which operates out of Warsaw, Indiana. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Zachrich Work History
Parkland Securities, LLC
Spc
Sammons Securities Company
Disclosures
Please visit the SEC profile of David Zachrich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
