Shari Jenkins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lynnwood, WA, with 42 years of industry experience. Shari 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
19401 40th Ave W, Ste 460, Lynnwood, WA, 98036
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
Shari operates under the DBAs Greater Puget Sound Solutions and Great Practices Sound Solutions for her LPL business. She also has a business entity for tax/investment purposes and works as a notary, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations42 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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