Jacob VersteegCRD Number: 5058667
Current Firm: Lpl Financial LLC
Jacob Versteeg (CRD# 5058667) is an Investment Advisor Representative working at Lpl Financial LLC in Girdwood, AK and has over 15 years of experience in the finance industry.
Bright Road Wealth Management, LLC
Securities America Advisors, Inc.
Ubs Financial Services Inc.
|Lpl Financial LLC||Scottsdale, AZ||Sep 2020 - Current||1|
|Scottrade||Henderson, NV||Jul 2016 - Aug 2020||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2016 - Jun 2016||< 1|
|Matanuska Valley Fcu||Wasilla, AK||May 2016 - Jun 2016||< 1|
|Voya Financial Advisors, Inc.||Phoenix, AZ||Jul 2015 - May 2016||< 1|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||May 2010 - Jul 2015||5|
|Usaa Financial Planning Services, Inc.||Phoenix, AZ||May 2010 - Jul 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
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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