Jackie
Shupe
Lpl Financial LLC
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About this Advisor
Jackie Shupe is a financial advisor working out of Columbia, Missouri with 3 years of relevant experience. Shupe is an employee of Lpl Financial LLC. Over the course of their career, Shupe has held roles at Landmark Bank (Aquired By Simmons Bank), Landmark Investments, Lpl Financial LLC, Simmons Bank, Raymond James Financial Services Advisors Inc, Raymond James Financial Services and Cetera. Shupe maintains a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Missouri and Texas. Lpl Financial LLC is a registered investment business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC offers a number 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. Fees for financial management usually depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Jackie Shupe Work History
Jackie has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Simmons Bank
Landmark Investments
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Cetera
Landmark Bank (Aquired By Simmons Bank)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jackie Shupe 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
Fort Mill, SC
Springfield, IL
Los Angeles, CA
Bellevue, WA
Hanover, PA
Venice, FL
Pittsburgh, PA
Crystal Lake, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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