Jennifer Williams is a registered investment advisor at LPL Financial LLC, based in Leechburg, PA, with 11 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
Leechburg, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer works as a financial advisor for PSECU Financial Services through LPL Financial LLC, dedicating about a quarter of her time. She also works as a financial advisor for PSECU Financial Services, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations7 states
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