Jessie Bee Queniart-ingram
Investment adviser representative at LPL Financial LLC
7 yearsExperience
11 statesRegistered 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
7 years in the industry.
- LPL Financial LLCJul 2021 to now
- Life CoachMay 2021 to Jul 2021
- Holy Fire Reiki Iii Level I & Ii PractitionerJan 2021 to Jul 2021
- Quell Financial GroupOct 2019 to Jul 2021
- Scott PimentelMar 2017 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2016 to Jul 2021
- Waddell & Reed IncFeb 2016 to Jul 2021
- Jessie Queniart-ingramMay 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 11 states (CA, CO, CT, ID, NC, NM, TN, TX, VA, WA, WI).
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
- 6146790
- Firm CRD
- 6413