Jennifer Valley
Jennifer Valley is a registered investment advisor at LPL Financial LLC, based in Adams Center, NY, with 24 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
13235 Us Route 11, Adams Center, NY, 13606
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Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Jennifer conducts insurance and variable annuity sales through Hill & Associates Financial Services and Uncommon Financial, including life, disability, and long-term care insurance. She also dedicates minimal time to NAIFA Syracuse, Team LLV LLC (commercial real estate), property management, and the South Jefferson Rescue Squad.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
State Registrations14 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.