Brittany Jarocki is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 8 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
7761 Shaffer Pkwy Ste 100, Littleton, CO, 80127-3729
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brittany works full-time for The Wealth Strategies Group as her LPL business. She is also an entrepreneurial investor and social media manager for Dubl Development, LLC, dedicating about 10-20% of her time, and an author selling books, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations25 states
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