Clark Jolley is a registered investment advisor at LPL Financial LLC, based in Valencia, CA, with 49 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
Valencia, CA
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 1994Customer Dispute
March 1993Customer Dispute
December 1987Customer Dispute
September 1986Customer Dispute
July 1986Regulatory
May 1985Other Business Activities
Clark operates under the DBA Jolley Financial Group since 2010. Clark also owns rental real estate, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Boardwalk Capital CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
Home Life Insurance CompanyBroker
State Registrations13 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.