Jill Wiest (CRD# 7473964) is an Investment Advisor Representative working at Lpl Financial LLC in Hattiesburg, MS and has 1 year of experience in the finance industry.
CRD# 4712192
Cetera Investment Advisers LLC
CRD# 4885761
Icom Advisors, LLC
CRD# 4492120
Simplified Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hattiesburg, MS | Jul 2023 - Current | < 1 |
| Charter Financial | Hattiesburg, MS | Feb 2023 - Jul 2023 | < 1 |
| Valic Financial Advisors, Inc. | Ridgeland, MS | Jun 2022 - Jan 2023 | < 1 |
| Sacred Heart Catholic School | Hattiesburg, MS | Jun 2021 - May 2022 | < 1 |
| Homemaker | Hattiesburg, MS | Jul 2020 - Jun 2021 | < 1 |
| Sacred Heart Catholic School | Hattiesburg, MS | Aug 2014 - Jul 2020 | 5 |
| Sacred Heart Catholic School | Hattiesburg, MS | Aug 2003 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- MS
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Total Assets Under Management463,475MILLIONS
-
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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