Lawrence JenkinsCRD Number: 1377520
Current Firm: H.d. Vest Advisory Services, Inc.
Lawrence Jenkins (CRD# 1377520) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|H.d. Vest Advisory Services||Spokane, WA||Sep 1991 - Current||25|
|H.d. Vest Investment Services||Spokane, WA||Jan 1990 - Current||27|
|Travelers Ins Co||Hartsford, CT||May 1985 - Current||32|
|Financial Marketing Service||Spokane, WA||Apr 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV