Jessica
Geary
Lpl Financial LLC
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About this Advisor
Jessica Geary is a financial advisor operating in Latrobe, Pennsylvania, with a total of 4 years of relevant experience. Geary currently works for Lpl Financial LLC. During their career, the advisor has held roles at Municipal Authority Of Westmoreland County, The Secondhalf Coach, Lpl Financial LLC and Sagepoint Financial. Geary has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Lpl Financial LLC is a registered investment company headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management across its 1,688,501 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. 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. Financial advisory fees are based on the type of financial services provided. Fee types charged by Lpl Financial LLC can consist of some combination of 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
Jessica Geary Work History
Jessica has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
The Secondhalf Coach
Sagepoint Financial
Municipal Authority Of Westmoreland County
*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 Jessica Geary 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
Corpus Christi, TX
Charlestown, MA
Newport Beach, CA
Chico, CA
Purchase, NY
Sea Girt, NJ
Bridgeport, CT
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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