Jennifer Akins
Jennifer Akins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 18 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
1647 N Swan Rd, Tucson, AZ, 85712-4046
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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
Jennifer works as a notary for clients, dedicating minimal time. She also operates under several DBAs (Tocco Financial Services, Tocco Financial Team, Aspire Wealth Partners, and Aspire Wealth Team) for her LPL business, spending full-time hours on Aspire Wealth Partners. Finally, Jennifer is involved with LTCI Partners, selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lof Lopez & Associates, LLC
Cambridge Investment Research, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations28 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.