Jacob Davidson (CRD# 7305964) is an Investment Advisor Representative working at Lpl Financial LLC in Hartsville, SC and has over 3 years of experience in the finance industry.
CRD# 6878387
Edward Jones
CRD# 4793130
Raymond James & Associates, Inc.
CRD# 2458661
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hartsville, SC | Jul 2021 - Current | 2 |
| Waddell & Reed Inc. | Hartsville, SC | Dec 2020 - Jul 2021 | < 1 |
| Michael Milbee | Hartsville, SC | Dec 2020 - Jul 2021 | < 1 |
| Waddell & Reed Inc. | Hartsville, SC | Oct 2020 - Dec 2020 | < 1 |
| Unemployed | Florence, SC | May 2020 - Oct 2020 | < 1 |
| Student | Clemson, SC | Aug 2016 - May 2020 | 3 |
| Spectrum | Charlotte, NC | May 2019 - Aug 2019 | < 1 |
| Penske Truck Leasing | Florence, SC | May 2018 - Aug 2018 | < 1 |
| Kohls | Florence, SC | Jun 2017 - Aug 2017 | < 1 |
| Student | Florence, SC | Dec 2010 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- SC
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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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