Jennifer Venable
Jennifer Venable is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, 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
1525 Camellia Blvd, Lafayette, LA, 70508
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer owns Insurance Advisors LLC, an insurance agency, dedicating minimal time. She also operates Wealth Advisors LLC as a DBA for her LPL business, Tax Advisors LLC for tax preparation, and Collins Cattle Farm LLC, spending about 10-20% of her time on the cattle farm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Wealth Advisors, LLC
Royal Alliance Associates, INC.Broker
Banc One Securities CorporationBroker
Gna Securities, INC.Broker
State Registrations1 state
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