Jennifer Darvis is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 22 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
818 W Riverside #425, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates Premier Partners Wealth Management and Black Stone Financial as DBAs for her LPL business, dedicating full-time hours to these activities. She also provides administrative support to Mariner Independent Advisor Network, LLC, and works for Door Dash about 20% of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations1 state
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