Barry Jenkins is a registered investment advisor at LPL Financial LLC, based in Sugar City, ID, with 34 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
Sugar City, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry is associated with Alpenglow Wealth Advisors, LLC, dedicating full-time hours to this investment-related business. He also has a business entity, Barry Jenkins Financial Consulting, LLC, for tax/investment purposes, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ashworth Wealth, LLC
Osaic Wealth, INC.Broker
Loring Ward Securities INC.Broker
Lwi Financial INC.
Pacific Select Distributors, INC.Broker
Lwi Financial INC.
Loring Ward Securities INC.Broker
Waddell & Reed, INC.Broker
Charles Schwab & CO., INC.Broker
Partnership Exchange Securities CompanyBroker
R.I.C. Securities, INC.Broker
Southmark Financial Services, INC.Broker
Southmark Capital ResourceBroker
Consolidated Capital Securities CorporationBroker
Cunningham Chappell Securities Company, INC.Broker
State Registrations14 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.