Francis Jacobs is a registered investment advisor at LPL Financial LLC, based in Henderson, NV, 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
701 N Valle Verde, Henderson, NV, 89014
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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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Francis is a coach for USA Shooting and the owner of The Main Line Trap Academy, dedicating minimal time to each. He also operates under a DBA for LPL Business through BMO Investment Services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Mcg Securities LLCBroker
Guggenheim Funds Distributors, LLCBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Transamerica Capital, INC.Broker
Scudder Distributors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Wilmington Brokerage Services CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.