Zach Parsons is a registered investment advisor at Dpc Wealth Advisory Services, LLC., based in Tacoma, WA, with 5 years of industry experience. Zach operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DPC Wealth Advisory Services does not directly charge you any investment management fees. Instead, they receive a referral fee from UBS or Integrated, the third-party registered investment advisors, based on a percentage of the fees you pay them. The referral fee is 25% of the gross branch revenue from UBS and 30% of the gross advisory fee received by Integrated.
Location
1940 East D Street, Suite 200, Tacoma, WA, 98421
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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 Activities
Zach is a shareholder and manager of the accounting firm Dwyer Pemberton & Coulson P.C.
Employment History
Current Registrations
Dpc Wealth Advisory Services, LLC.
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.