Jennifer StrongCRD Number: 3003504
Current Firm: Investment Centers Of America, Inc.
Jennifer Strong (CRD# 3003504) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Lakeport, CA and has over 18 years of experience in the finance industry. Jennifer Strong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Securities America Advisors, Inc.
Lpl Financial LLC
H.d. Vest Advisory Services, Inc.
|Lake Community Bank||Lakeport, CA||Jan 1998 - Current||19|
|Investment Centers Of America, Inc.||Lakeport, CA||Jan 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV