Jacob Biltz is a registered investment advisor at LPL Financial LLC, based in Lock Haven, PA, with 13 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
4 W Main St, Lock Haven, PA, 17745
Get directionsHistory
Regulatory History (1)
Criminal
April 2009Other Business Activities
Jacob operates his LPL business through Northwest Bank and has a financial institution duty at Northwest Bank. These activities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 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.