JT
CFP
JT
CFP

Jeremy Tincher

26 Years of Experience
Owensboro, KY
BrokerSells Insurance

Jeremy Tincher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Owensboro, KY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

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

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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.

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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 1 mo
Private Advisor Group, LLC
June 2014 - Present · 12 yrs 1 mo
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
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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.