Jacob
Huffaker

Lpl Financial LLC

CRD#7497640
Investment Advisor
in Salina, KS

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About this Advisor

Jacob Huffaker is a financial advisor based in Salina, Kansas, working with Lpl Financial LLC. Jacob has previously held positions at Kansas State University, Salina Country Club, Greek House Chefs, Eaglecrest Retirement, Landscape Consultants, Salina Municipal Golf Course, Southeast Of Saline Jr./Sr. High, Salina Auto Auction, and Lpl Financial. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Jacob is part of Lpl Financial LLC, which operates out of Salina, Kansas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1041 S Ohio St
Salina, KS 67401

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

KS Average: $646,059,043
Total Number of Employees

35,841

KS Average: 13
Total Number of Accounts

1,910,545

KS Average: 661
Average Account Size

$242,588

KS Average: $977,396

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
  • Other

Jacob Huffaker Work History

2022 - Present (2 years)

Lpl Financial

2020 - 2021 (1 year)

Eaglecrest Retirement

2019 - 2021 (2 years)

Salina Country Club

2019 - 2020 (1 year)

Greek House Chefs

2018 - 2021 (3 years)

Kansas State University

2018 - 2018 (< 1 year)

Landscape Consultants

2018 - 2018 (< 1 year)

Salina Municipal Golf Course

2012 - 2021 (9 years)

Salina Auto Auction

2011 - 2018 (7 years)

Southeast Of Saline Jr./Sr. High

Disclosures

Please visit the SEC profile of Jacob Huffaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ronald Hunter
Chester, NJ
Nathan Messer
Saint Albans, MO
George Merrill
Holmdel, NJ
Joshua Atkins
Peoria, IL
Mario Vizuet
Owensboro, KY
Marco Cuneo
San Diego, CA
Griffin Lamie
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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