Zahya Beall
Zahya Beall is a registered investment advisor at LPL Financial LLC, based in Stratford, CT, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
515 Cutspring Rd, Stratford, CT, 06614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zahya is an owner and producer at Arthur J Gallagher & Co, an insurance agency, and an insurance agent for Crump Life Insurance Services Inc, focusing on non-variable insurance. She also owns rental real estate and operates DameFender Financial Partners as a DBA for her LPL business, dedicating about a quarter of her time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Moneco Advisors
Edward Jones
Edward JonesBroker
Legg Mason Investor Services, LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.