Jacob Quint is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 28 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
1055 Lpl Way, Fort Mill, SC, 29715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob owns two real estate rental properties in Mercer County, Missouri, one since 2008 and the other since 2009. He dedicates minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
MML Investors Services, LLCBroker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Vsr Advisory Services
Vsr Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations53 states
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