JF
JF

Jennifer Flickinger

21 Years of Experience
Corsicana, TX

Jennifer Flickinger is a registered investment advisor at Tru Independence Asset Management, LLC, based in Corsicana, TX, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,059 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,059 clients
Average Client Portfolio
$318K average
Assets Under Management
$336.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee ranges up to 1.5% and may include a minimum annual fee that can be waived or discounted at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Corsicana, TX

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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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Employment History
Current Registrations
Tru Independence Asset Management, LLC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Umpqua Investments, INC.
November 2010 - February 2020 · 9 yrs 3 mos
Umpqua Investments, INC.Broker
November 2010 - February 2020 · 9 yrs 3 mos
Wells Fargo Investments, LLC
January 2005 - April 2009 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
March 2003 - April 2009 · 6 yrs 1 mo
State Registrations1 state
TX
Advisor

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.
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