Jacob Whitaker is a registered investment advisor at LPL Financial LLC, based in Danville, CA, with 4 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
50 Oak Ct Ste 105, Danville, CA, 94526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jacob is affiliated with Mariner Advisor Network and Curantis Wealth Management as DBAs for LPL business. He dedicates full-time hours to Curantis Wealth Management and minimal time to Mariner Advisor Network.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mariner Independent
State Registrations1 state
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