Jolene McGinnisCRD Number: 1448280
Current Firm: Raymond James Financial Services Advisors, Inc.
Jolene McGinnis (CRD# 1448280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alliance, NE and has over 25 years of experience in the finance industry.
Lpl Financial LLC
Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
|First National Bank||Alliance, NE||Jun 2015 - Current||1|
|Raymond James Financial Services, Inc.||Alliance, NE||Jun 2015 - Current||1|
|Raymond James Financial Services Advisors Inc.||Alliance, NE||Jun 2015 - Current||1|
|First National Bank North Platte||Alliance, NE||Apr 2006 - Current||11|
|First National Capital Markets||Omaha, NE||Jun 2010 - Jun 2015||5|
|Primevest Financial Services, Inc.||Alliance, NE||Feb 2001 - Jun 2010||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Nov 1997|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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