Lpl Financial LLC
About this Advisor
Jennifer Doherty is a financial advisor who works out of Jacksonville, Florida, with 10 years of professional experience. Doherty is an employee of Lpl Financial LLC. The advisor has gained experience at Nowak Wealth Management, Lords N Ladies, Namey Financial Group, H. Beck, Inc and Lpl Financial LLC. Doherty has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Lpl Financial LLC is a business headquartered in Jacksonville, Florida. The investment advisory business has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in total assets among its 892,326 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 client accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which services the firm provides the client. Fees charged by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jennifer Doherty Work History
Jennifer has 10 years of experience.
Lpl Financial LLC
Namey Financial Group
H. Beck, Inc
Nowak Wealth Management
Lords N Ladies
Jennifer Doherty has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Myers, FL
Basking Ridge, NJ
Fort Mill, SC
Newton Upper Falls, MA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.