Lpl Financial LLC
About this Advisor
Jonathan Davis is a financial advisor based in Spokane, Washington, who has 10 years in the industry. Davis is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial LLC and Nordstrom Inc. Davis maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Lpl Financial LLC is a registered investment business operating in Spokane, Washington. The firm has offices in 9,898 locations and a total of 28,744 advisors. It administers $404 billion in total assets between its 1,517,995 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. The firm has 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 likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Jonathan Davis Work History
Jonathan has 10 years of experience.
Lpl Financial LLC
Jonathan Davis has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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