Jacquelyn Engel (CRD# 2501760) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 27 years of experience in the finance industry. Jacquelyn Engel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
CRD# 6581230
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Norton Shores, MI | Jul 2021 - Current | 2 |
Lakeshore Museum Center | Muskegon, MI | Jan 2021 - Jul 2021 | < 1 |
Cr & Associates LLC | Grand Rapids, MI | Mar 2018 - Jul 2021 | 3 |
Old Bailey Group LLC | Norton Shores, MI | Feb 2013 - Jul 2021 | 8 |
Waddell & Reed, Inc. | Norton Shores, MI | Jan 2010 - Jul 2021 | 11 |
Various Insurance Carriers For W&r Insurance Agencies | Norton Shores, MI | Jan 2010 - Jul 2021 | 11 |
Women's Division Chamber Of Commerce | Muskegon, MI | Jun 2014 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1996 |
S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- MI
- TX
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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)
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- 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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