Scott Jensen is a registered investment advisor at LPL Financial LLC, based in Lima, OH, with 27 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
3605 Shawnee Road, Lima, OH, 45806
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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
Scott operates his LPL business through Hardy & Hardy Co LLC and provides investment advisory services through the same entity as a Registered Investment Advisor Hybrid IAR, dedicating nearly full-time hours to it. He also sells fixed annuities and is the owner/administrator of H&H Retirement Services, a Third Party Administrator (TPA), and co-owns real estate rental property.
Employment History
Current Registrations
LPL Financial LLCBroker
Hardy & Hardy CO LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
MML Investors Services, INC.Broker
State Registrations6 states
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