Jessica RichmondCRD Number: 6668684
Current Firm: Lpl Financial LLC
Jessica Richmond (CRD# 6668684) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial||San Diego, CA||Jul 2018 - Current||3|
|U.s. Bank||San Diego, CA||May 2017 - Jun 2018||1|
|U.s. Bancorp Investments, Inc.||San Diego, CA||May 2017 - Jun 2018||1|
|Wells Fargo Clearing Services, LLC||San Diego, CA||Jun 2016 - May 2017||< 1|
|Wells Fargo Home Mortgage||San Diego, CA||Oct 2015 - Jun 2016||< 1|
|Wells Fargo Bank||El Cajon, CA||Oct 2007 - Oct 2015||8|
|San Diego State University||San Diego, CA||May 2010 - May 2015||5|
|Grossmont Community College||El Cajon, CA||May 2007 - Oct 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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, WY
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