Jessica Bicoll is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Santa Fe, NM, with 26 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
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica is a notary public, providing services as needed without compensation. She also operates "Sage Advice" as a DBA for her LPL business, dedicating nearly full-time hours to it, and runs "Ute 66 Live" taking a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thornburg Securities CorporationBroker
State Registrations12 states
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