Jereme BriscoCRD Number: 4435339
Current Firm: Lpl Financial LLC
Jereme Brisco (CRD# 4435339) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Lpl Financial LLC||San Antonio, TX||Jul 2016 - Current||< 1|
|Jw Sports Memorabilia||San Antonio, TX||Apr 2016 - Current||< 1|
|Usaa Financial Planning Services||Norfolk, VA||Jul 2008 - Jul 2016||8|
|Usaa Financial Advisors, Inc.||Norfolk, VA||Nov 2004 - Jul 2016||11|
|Usaa Life Insurance Company||San Antonio, TX||Oct 2007 - May 2011||3|
|Usaa Investment Management Company||San Antonio, TX||Oct 2007 - May 2011||3|
|Usaa Financial Planning Services||San Antonio, TX||Nov 2004 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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