Jay AgarwalCRD Number: 2483473
Current Firm: Lpl Financial LLC
Jay Agarwal (CRD# 2483473) is an Investment Advisor Representative working at Lpl Financial LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Cetera Investment Advisers LLC
|Lpl Financial, LLC||Chicago, IL||Apr 2017 - Current||4|
|Penn Mutual Life Insurance Co||Horsham, PA||Apr 2010 - Mar 2017||6|
|Hornor Townsend & Kent Inc.||Horsham, PA||Apr 2010 - Feb 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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, WY
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