Jerrilyn CarterCRD Number: 1812694
Current Firm: Lpl Financial LLC
Jerrilyn Carter (CRD# 1812694) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 23 years of experience in the finance industry.
Cw Does Business Under The Dba The O'donnell Group
Securities America Advisors, Inc.
Valic Financial Advisors, Inc.
|Linsco Private Ledger||Chico, CA||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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