Jacob
Preston
Lpl Financial LLC
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About this Advisor
Jacob Preston is a financial advisor operating out of Grand Forks, North Dakota who has 2 years of relevant experience. Preston is an employee of Lpl Financial LLC. Their career trajectory has included roles at Choice Bank, University Of North Dakota, Alerus Financial, Hillsboro Municipal Pool, Goose River Golf Course, Hillsboro High School, Abentroth Brothers Construction, Kendey Moving Company, Lpl Financial LLC and Ica Group Wealth Management, LLC. Preston holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Dakota. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets under management between its 1,688,501 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC provides a diverse assortment 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. Fees for financial management largely depend on the financial services offered. However, fee types billed 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
Jacob Preston Work History
Jacob has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Ica Group Wealth Management, LLC
Choice Bank
Alerus Financial
University Of North Dakota
Kendey Moving Company
Abentroth Brothers Construction
Goose River Golf Course
Hillsboro Municipal Pool
Hillsboro High School
*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 Jacob Preston 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
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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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.
