Jay
Panzer
Lpl Financial LLC
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About this Advisor
Jay Panzer is a financial advisor based in Grand Forks, North Dakota, working with Lpl Financial LLC. Jay has previously held positions at Lpl Financial LLC, Investment Centers Of America, Inc, Choice Bank, and Ica Group Wealth Management, LLC. Jay has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Jay is part of Lpl Financial LLC, which operates out of Grand Forks, North Dakota. 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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Jay Panzer Work History
Ica Group Wealth Management, LLC
Lpl Financial LLC
Choice Bank
Investment Centers Of America, Inc
Disclosures
Please visit the SEC profile of Jay Panzer 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
Lyndonville, VT
Holmdel, NJ
Fairfield, CA
Tucson, AZ
Bingham, ME
Woodland Hills, CA
Mt. Pleasant, SC
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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