Tijinekia Telford
Tijinekia Telford is a registered investment advisor at LPL Enterprise, LLC, based in Houston, TX, with 25 years of industry experience. Tijinekia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
13101 NW Freeway, Ste. 115, Houston, TX, 77040
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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
Tijinekia is involved in several business activities, including notary services (starting soon, minimal time), commercial insurance sales (property and casualty, about a quarter of her time), real estate rental (a few hours per week), and running a financial planning office (full-time). The insurance sales are conducted through Tijinekia Telford Insurance Agency, Inc.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations8 states
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