Lpl Financial LLC
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About this Advisor
Emily Jameson is a certified financial planner operating out of Kearney, Nebraska with 1 year of relevant experience. Jameson works at Lpl Financial LLC. Throughout their career, Jameson has worked at Securities America Inc, Educational Service Unit 10, Securities America Advisors and Lpl Financial, LLC. Jameson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Nebraska. Lpl Financial LLC is a business based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a broad set of services, including 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 typically are based on which service is provided. However, fees charged by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Emily Jameson Work History
Emily has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Securities America Advisors
Securities America Inc
Securities America Inc
Educational Service Unit 10
*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.
Please visit the SEC profile of Emily Jameson 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
Sea Girt, NJ
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 firstname.lastname@example.org.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.