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CFP

Jenne Sevilla

LPL Financial LLC
15 Years of Experience
Charleston, SC
1 DisclosureBroker
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Jenne Sevilla is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 15 years of industry experience. Jenne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125-E Wappoo Creek Drive, Ste. 101-B, Charleston, SC, 29412

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
July 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
July 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Liberty Partners Capital Management, LLC
November 2016 - July 2018 · 1 yr 8 mos
Liberty Partners Financial Services, LLCBroker
November 2016 - July 2018 · 1 yr 8 mos
Northwestern Mutual Investment Services,llc
April 2012 - August 2016 · 4 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
April 2012 - August 2016 · 4 yrs 4 mos
Securian Financial Services, INC.
October 2011 - November 2011 · 1 mo
Securian Financial Services, INC.Broker
August 2011 - November 2011 · 3 mos
Nylife Securities LLCBroker
August 2010 - August 2011 · 1 yr
State Registrations7 states
CAFLNCNDNYSCSD
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.
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