Zachary Thomas Edwards
Investment adviser representative at LPL Financial LLC
15 yearsExperience
12 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Rock Island-milan Education FoundationMay 2020 to now
- M&e Resource GroupNov 2017 to now
- The Edwards Group IncNov 2017 to now
- Don Wright Memorial ScholarshipOct 2012 to now
- Ascend Quad CitiesJun 2017 to Jan 2019
- Rental PropertyNov 2016 to Sep 2018
- Business Networking InternationalOct 2012 to Sep 2018
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2011 to Jul 2021
- Waddell & Reed IncFeb 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 12 states (GA, IA, IL, IN, KS, MO, NC, NM, OH, TX, VA, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4984529
- Firm CRD
- 6413