Zachary Youngblood
Zachary Youngblood is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hoffman Estates, IL, with 23 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
885 Harrison Ln, Hoffman Estates, IL, 60192
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Country Capital Management CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations5 states
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
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