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Jenifer Gilchrist

Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

23 years in the industry.

  1. LPL Financial LLCMay 2020 to now
  2. Red River BankOct 2003 to now
  3. Cetera Investment Advisers LLCJan 2014 to May 2020
  4. Cetera Investment Services LLCSep 2007 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 1 state (LA).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4792728
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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