Jack Magrum (CRD# 7746978) is an Investment Advisor Representative working at Lpl Financial LLC in Annandale, MN and has 1 year of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Finacial | Annandale, MN | Oct 2023 - Current | < 1 |
| Lake Central Bank | Annandale, MN | Oct 2023 - Current | < 1 |
| Enterprise Rent-a-car | Saint Cloud, MN | Feb 2023 - Aug 2023 | < 1 |
| Enterprise Rent-a-car | Stevens Point, WI | May 2022 - Dec 2022 | < 1 |
| University Of Stevens Point-wisconsin | Stevens Point, WI | Jan 2021 - Dec 2022 | 1 |
| O'brothers Wine & Spirits | Annandale, MN | Jul 2018 - Jan 2022 | 3 |
| St. Cloud State University | Saint Cloud, MN | Aug 2020 - Dec 2020 | < 1 |
| Annandale Elementary, Middle School, & Highschool | Annnandale, MN | Jan 2010 - May 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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