Jerry Lynn is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, 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
714 E Kaliste Saloom Rd Ste D2, Lafayette, LA, 70508
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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.
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Jerry operates Heritage Wealth Management LLC as a DBA for his LPL business. This activity is investment-related and takes nearly all of Jerry's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Edward JonesBroker
Edward Jones
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
American Skandia Investment Services, INC.
American Skandia Marketing, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Alliance Fund Distributors, INC.Broker
Keyport Financial Services CORP.Broker
Gna Securities, INC.Broker
Invest Financial CorporationBroker
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.