Jennifer ColvinCRD Number: 7084546
Current Firm: Cetera Investment Advisers LLC
Jennifer Colvin (CRD# 7084546) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Twin Falls, ID and has over 3 years of experience in the finance industry.
Lpl Financial LLC
|D.l. Evans Bank||Twin Falls, ID||Jan 2021 - Current||2|
|Cetera Investment Services LLC||St Cloud, MN||Jan 2021 - Current||2|
|Cetera Investment Advisers LLC||Twin Falls, ID||Jan 2021 - Current||2|
|Wells Fargo Clearing Services, LLC||Twin Falls, ID||Mar 2019 - Current||3|
|Wells Fargo Bank, Na||Twin Falls, ID||Jan 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- 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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