CJ
CJ

Carol Jenkins

36 Years of Experience
Hurst, TX
1 DisclosureBroker

Carol Jenkins is a registered investment advisor at LPL Financial LLC, based in Hurst, TX, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

860 Airport Fwy West Ste 201, Hurst, TX, 76054

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2000
Settled
Other Business Activities

Carol volunteers at Peace Lutheran Church, handling financial tasks related to the Honduras mission. This activity requires minimal time.

Employment History
Current Registrations
LPL Financial LLC
August 2005 - Present · 20 yrs 9 mos
LPL Financial LLCBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
American Express Service CorporationBroker
February 1994 - December 1994 · 10 mos
American Express Financial Advisors, INC.
September 1989 - August 2005 · 15 yrs 11 mos
American Express Financial Advisors INC.Broker
September 1989 - August 2005 · 15 yrs 11 mos
Ids Life Insurance CompanyBroker
September 1989 - August 2005 · 15 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.