TrueAdvisor
TrueAdvisor
JT
CFP
JT
CFP

Jeremy Tincher

Private Advisor Group, LLC
27 Years of Experience
Owensboro, KY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy Tincher is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Owensboro, KY, with 27 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2703 Breckenridge Street, Ste A, Owensboro, KY, 42303

Get directions

History

Regulatory History
Clean regulatory record

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

Jeremy is involved in several real estate rental businesses and is a registered investment advisor with Private Advisor Group. He also sells non-variable insurance products, including life, disability, long-term care, and fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Private Advisor Group, LLC
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
LPL Financial LLC
January 2019 - October 2020 · 1 yr 9 mos
Lincoln Financial Securities Corporation
June 2005 - July 2014 · 9 yrs 1 mo
Lincoln Financial Securities CorporationBroker
June 2005 - July 2014 · 9 yrs 1 mo
American Express Financial Advisors, INC.
September 2003 - June 2005 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
July 1999 - June 2005 · 5 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1999 - June 2005 · 5 yrs 11 mos
State Registrations20 states
ARAZCACOFLGAILINKYLAMONCOHORSCTNTXVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Owensboro, KY →All financial advisors in Kentucky →