Jacob Preston is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, 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
3050 Sienna Dr S Ste 100, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob operates Choice Wealth as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through ICA Group Wealth Management, LLC, spending about a quarter of his time on this activity, and works as a Jr. Agent & Business Banker at Choice Financial Group, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
State Registrations2 states
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