ZY
ChFC
ZY
ChFC

Zachary Youngblood

23 Years of Experience
Louisville, IL
1 DisclosureBrokerSells Insurance

Zachary Youngblood is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Louisville, IL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Louisville, IL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Denied
Other Business ActivitiesSells Insurance

Zachary operates his LPL business through The Youngblood Group Inc and Zachary Youngblood Financial Services, Inc., dedicating about half of his time to these activities. He is also the President & Agent of The Youngblood Group, Inc, an insurance agency, spending a few hours per week on this.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Country Capital Management CompanyBroker
July 2011 - June 2023 · 11 yrs 11 mos
MML Investors Services, LLC
January 2007 - July 2011 · 4 yrs 6 mos
MML Investors Services, LLCBroker
May 2006 - July 2011 · 5 yrs 2 mos
Country Trust Bank
December 2003 - April 2006 · 2 yrs 4 mos
Country Capital Management CompanyBroker
October 2002 - April 2006 · 3 yrs 6 mos
State Registrations5 states
FLGAIAILMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Zachary Youngblood - Financial Advisor | TrueAdvisor