Zachary Williams (CRD# 6095862) is an Investment Advisor Representative working at Lpl Financial LLC in Morton, IL and has over 11 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Morton, IL | Jun 2021 - Current | 2 |
| Alltrust Financial Management | Morton, IL | Mar 2021 - Current | 3 |
| Cornbelt Energy | Normal, IL | Apr 2019 - Feb 2021 | 1 |
| Champaign Fire Department | Champaign, IL | Jul 2015 - Apr 2019 | 3 |
| Galesburg Fire Department | Galesburg, IL | Feb 2015 - Jul 2015 | < 1 |
| Homeway Homes | Deer Creek, IL | Aug 2014 - Feb 2015 | < 1 |
| Self Employed | Normal, IL | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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