Jake Dakota Mckinnie
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
12 years in the industry.
- First Horizon BankJun 2026 to now
- LPL Financial LLCJun 2026 to now
- Cetera Investment Advisers LLCApr 2017 to Jun 2026
- Regions BankApr 2017 to Jun 2026
- Thrivent FinancialMay 2014 to Mar 2017
- Thrivent Investment Management IncJan 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6287588
- Firm CRD
- 6413