Zachary Fiandt
Zachary Fiandt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 12 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
1055 Lpl Way, Fort Mill, SC, 29715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary operates Endeavor Wealth Strategies as a DBA for his LPL business, dedicating nearly full-time hours to it. He also manages Endeavor Investment Properties LLC for real estate rentals and Luxury Autos of Northeast Indiana for tax/investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Lincoln Financial Advisors CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.