Jody Hinsey
Jody Hinsey is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, 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
7935 E Prentice Ave Ste 105W, Greenwood Village, CO, 80111
Get directionsHistory
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
Jody is involved with Mint Financial Strategies in various capacities, including seminars and as a DBA for LPL business, and is a Smart Vestor Pro through Dave Ramsey. Jody also has JJ Investments LLC for tax and investment purposes, Mint Financial Strategies for non-variable insurance, and MJH Rental Properties LLC for real estate rental, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
NFP Securities, INC.Broker
NFP Securities, INC.
Pacific Select Distributors, INC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Jackson National Life Distributors LLCBroker
Ing America Equities, INC.Broker
State Registrations38 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.