Jenne Sevilla
Jenne Sevilla is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 14 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
Charleston, SC
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Other Business Activities
Jenne operates Outrigger Financial as a DBA for LPL business, dedicating nearly full-time hours to it. She also has Outrigger Consulting LLC for tax/investment purposes only, spends minimal time as a notary public, and runs a sole proprietorship for book sales and public speaking. Finally, Jenne runs Money Moods® as a DBA for LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations7 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.