Kelly Jenkins is a registered investment advisor at LPL Financial LLC, based in Albany, GA, with 31 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
2327 Lake Park Drive, Albany, GA, 31707
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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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Kelly is a 50% owner of The Jenkins Group, a registered investment advisor, and provides consulting services. She also owns BCWL Properties, a real estate rental company, and The Jenkins Financial Group, a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
The Jenkins Group
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations20 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.