Vincent Jensen
Vincent Jensen is a registered investment advisor at LPL Financial LLC, based in Grand Island, NE, with 3 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
619 Diers Ave N, Grand Island, NE, 68803
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Regulatory History (1)
Criminal
June 2006Other Business ActivitiesSells Insurance
Vincent operates under the DBA Equitable Wealth Management for his LPL business and co-owns multiple real estate rental properties, dedicating minimal time to these ventures. He also owns Vince Jensen & Associates for tax/investment purposes, spending about a quarter of his time on it, and works as a financial consultant for O'Connor & Associates Inc., focusing on non-variable insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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