Zachary
Edwards

Lpl Financial LLC

CRD#4984529
Investment Advisor
in Davenport, IA

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About this Advisor

Zachary Edwards is a financial advisor who works out of Davenport, Iowa with 2 years of relevant experience. Edwards is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed Inc, Rock Island Kiwanis Club, Quad City Chamber Of Commerce, Don Wright Memorial Scholarship, Rental Property, Ascend Quad Cities, The Edwards Group Inc, M&E Resource Group, Business Networking International, Rock Island-Milan Education Foundation and Lpl Financial, LLC. Edwards holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Rhode Island, Texas, Virginia, Washington and Wisconsin. Lpl Financial LLC is a financial advisory firm headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in total assets between its 1,688,501 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a broad range of services, such as 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. Financial management fee schedules usually depend on the financial services. However, fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5135 Utica Ridge Rd; Ste C
Davenport, IA 52807

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

IA Average: $646,059,043
Total Number of Employees

31,366

IA Average: 13
Total Number of Accounts

1,688,501

IA Average: 661
Average Account Size

$217,956

IA Average: $977,396

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

Zachary Edwards Work History

Zachary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2020 - Present (4 years)

Rock Island-Milan Education Foundation

2017 - Present (7 years)

The Edwards Group Inc

2017 - Present (7 years)

M&E Resource Group

2012 - Present (12 years)

Don Wright Memorial Scholarship

2017 - 2019 (2 years)

Ascend Quad Cities

2016 - 2018 (2 years)

Rental Property

2013 - 2016 (3 years)

Quad City Chamber Of Commerce

2012 - 2016 (4 years)

Rock Island Kiwanis Club

2012 - 2018 (6 years)

Business Networking International

2011 - 2021 (10 years)

Various Insurance Carriers For W&R Insurance Agencies

2011 - 2021 (10 years)

Waddell & Reed Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Andrew Gaber
Parker, CO
Scott Feher
Walnut Creek, CA
Daniel Mehan
Chico, CA
Michelle Cannan
Rochester, NY
Gregory Yuen
Aptos, CA
Hope Hoch
Oldsmar, FL
Kevin Harvey
Chico, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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