Jock Bovington, financial advisor Helena MT

Jock Bovington

CRD Number: 1131711
Current Firm: Lpl Financial LLC

Jock Bovington (CRD# 1131711) is an Investment Advisor Representative working at Lpl Financial LLC in Helena, MT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Helena, MT Aug 2023 - Current < 1
The Investment Group LLC Helena, MT Apr 2023 - Current < 1
The January Corporation Helena, MT Jan 2023 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Aug 2023 < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Aug 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Jock W. Bovington
Phone Number: 704-733-3300
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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