Jessica Carter, financial advisor Land O'Lakes FL
81 score

Jessica Carter

CRD Number: 5415673
Current Firm: Lpl Financial LLC

Jessica Carter (CRD# 5415673) is an Investment Advisor Representative working at Lpl Financial LLC in Land O'Lakes, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charlotte, NC May 2014 - Current 2
Raymond James & Associates St. Petersburg, FL Mar 2014 - May 2014 < 1
Raymond James Financial Services Advisors Inc. St. Petersburg, FL Jul 2012 - May 2014 1
Raymond James Financial Services, Inc. St Petersburg, FL Apr 2012 - May 2014 2
Usaa Financial Advisors, Inc. Tampa, FL Oct 2010 - Mar 2012 1
Usaa Financial Planning Services Tampa, FL Oct 2010 - Mar 2012 1
National Planning Corporation New Smyrna Beach, FL Feb 2010 - Oct 2010 < 1
Fhe-asap Tampa, FL Feb 2006 - Aug 2010 4
Florida Higher Education Alliance For Substance Abuse Prevention Tampa, FL Feb 2006 - Jun 2010 4
Ing Financial Partners Des Moines, IA Feb 2008 - Jan 2010 1
T J Carrigan Tampa, FL Jan 2009 - Dec 2009 < 1
Carrigan Makofske LLP Tampa, FL Feb 2007 - Dec 2008 1
Linsco/private Ledger Tampa, FL Feb 2007 - Feb 2008 1
Law Offices Of Cynthia N. Sass, Pa Tampa, FL Feb 2006 - Feb 2007 1
University Of Tampa Tampa, FL Nov 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jessica L. Carter
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
81

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