Jeremy Hawkins is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, 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
703 Broadway St, Vancouver, WA, 98660
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 Activities
Jeremy is a sailing captain and fishing guide for Northwest Charter and Guide Service, LLC, dedicating a few hours per week. He also operates under the DBA Columbia Invest and Insure for his LPL business, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations21 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.