Tfs Securities, Inc
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About this Advisor
Zachary Burd is a financial advisor working in Blackwood, New Jersey, with 2 years of relevant experience. Burd is an advisor for Tfs Securities, Inc. Burd has gained experience at Tgs Financial Advisors and Tfs Securities, Inc. Burd has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Illinois, Maryland, New Jersey, Pennsylvania and Virginia. Tfs Securities, Inc is a company operating out of Lincroft, NJ. It has offices in 94 locations and a total of 164 advisors. It handles $1 billion in assets under management among its 5,347 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 5,347 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Tfs Securities, Inc performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Tfs Securities, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Tfs Securities, Inc Brokerage Details
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
Zachary Burd Work History
Zachary has been registered as a financial advisor for 2 years.*
Tfs Securities, Inc
Tgs Financial Advisors
*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.
Please visit the SEC profile of Zachary Burd 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 Tfs Advisory Services
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