Jennifer Radford
Jennifer Radford is a registered investment advisor at LPL Financial LLC, based in Austin, TX, 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
5920 W William Cannon Drive, Building 7 Suite 201, Austin, TX, 78749
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Jennifer operates The Fox Alliance as a DBA for her LPL business, dedicating full-time hours to it. She also has Ewing Financial Group, LLC, a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Waddell & ReedBroker
Waddell & Reed
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations5 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.