Jacob WhippCRD Number: 5582707
Current Firm: Larson Financial Group, LLC
Jacob Whipp (CRD# 5582707) is an Investment Advisor Representative working at Larson Financial Group, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Larson Financial Securities, LLC||Oak Brook, IL||Jul 2010 - Current||7|
|Larson Financial Group, LLC||Oak Brook, IL||Aug 2008 - Current||9|
|Financial Network||El Segundo, CA||Sep 2008 - Jul 2010||1|
|Delray Beach Housing Authority||Delray Beach, FL||Jan 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management1,041MILLIONS
Total Number of Accounts16,708ACCOUNTS
Average Account Value$62,331
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops