Jacqueline RicoCRD Number: 5980156
Current Firm: Lpl Financial LLC
Jacqueline Rico (CRD# 5980156) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 6 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Lpl Financial||South Bend, IN||Sep 2011 - Current||6|
|1st Source Bank||South Bend, IN||Dec 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
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