Jenna Richardson, financial advisor Moss Point MS

Jenna Richardson

CRD Number: 6932559
Current Firm: Lpl Financial LLC

Jenna Richardson (CRD# 6932559) is an Investment Advisor Representative working at Lpl Financial LLC in Moss Point, MS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Moss Point, MS May 2022 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA Apr 2018 - Current 4
Navigator Credit Union Pascagoula, MS Sep 2016 - Current 6
Merchants & Marine Bank Pascagoula, MS Jul 2015 - Sep 2016 1
Full-time Education Starkville, MS Aug 2011 - May 2015 3
Absolute Protection Moss Point, MS May 2014 - Jul 2014 < 1
Huntington Ingalls Industries Pascagoula, MS May 2013 - Jul 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Jenna M. Richardson
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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