JG
JG

Jenifer Gilchrist

21 Years of Experience
Forest Hill, LA
Broker

Jenifer Gilchrist is a registered investment advisor at LPL Financial LLC, based in Forest Hill, LA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4292 Highway 112, Forest Hill, LA, 71430

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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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Other Business Activities

Jenifer operates Red River Investments Group as a DBA for her LPL business. She also works as a Senior Compliance Executive at Red River Bank, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
LPL Financial LLC
May 2020 - Present · 6 yrs
LPL Financial LLCBroker
May 2020 - Present · 6 yrs
LPL Financial LLC
May 2020 - Present · 6 yrs
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - May 2020 · 6 yrs 4 mos
Cetera Investment Services LLCBroker
September 2007 - May 2020 · 12 yrs 8 mos
Cetera Investment Services LLC
September 2007 - January 2014 · 6 yrs 4 mos
Sterne Agee Investment Advisors, INC.
January 2006 - October 2007 · 1 yr 9 mos
Investment Professionals, INC.Broker
June 2004 - June 2004 · 0 mos
Sterne Agee Financial Services, INC.Broker
May 2004 - September 2007 · 3 yrs 4 mos
State Registrations1 state
LA
AdvisorBrokerBoth

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.
Jenifer Gilchrist - Financial Advisor | TrueAdvisor