Jacob LippertCRD Number: 6329326
Current Firm: Lpl Financial LLC
Jacob Lippert (CRD# 6329326) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, PA and has over 2 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Lpl Financial LLC||Washington, PA||Apr 2014 - Current||2|
|Washington Financial Bank||Washington, PA||Mar 2013 - Apr 2014||1|
|Unemployed||Pittsburgh, PA||May 2012 - Feb 2013||< 1|
|Washington And Jefferson College||Washington, PA||Aug 2008 - May 2012||3|
|Casper Colosimo & Sons Inc.||Pittsburgh, PA||Jun 2008 - Aug 2008||< 1|
|Upper St. Clair School District||Pittsburgh, PA||Aug 1995 - Jun 2008||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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