Janeen Ingram
Janeen Ingram is a registered investment advisor at LPL Financial LLC, based in Carson City, NV, with 25 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
2011 Divot Rd, Carson City, NV, 89701
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Janeen receives non-variable insurance commission trails from a non-variable insurance business in Sacramento NV, starting in 2015. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Ast Investment Services, INC.
Prudential Annuities Distributors, INCBroker
Principal Funds Distributor, INC.Broker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations11 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.