Jordan Duvall
Jordan Duvall is a registered investment advisor at LPL Financial LLC, based in Bartlesville, OK, with 2 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
1821 SE Washington Blvd, Bartlesville, OK, 74006
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Regulatory History (1)
Criminal
November 2011Other Business ActivitiesSells Insurance
Jordan is associated with Hood & Associates CPAs PC and Hood Financial Group, Inc, both DBAs for LPL business, dedicating full-time hours to each. Jordan also engages in non-variable insurance activities through Jordan DuVall-NVI, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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.