Jacob Cuthbert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 20 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
135 Technology Dr Ste 318, Canonsburg, PA, 15317
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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.
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Jacob operates under the DBA Educo Advisor Group, LLC for his LPL business since 2018. He also works as a part-time instructor at Duquesne University, dedicating a few hours per week, and is a non-profit board member for Mon Valley Alliance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
PFS Investments INC.Broker
State Registrations11 states
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