Jacob Fink
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jacob Fink? Claim your profile
Contact this firm
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
10 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bank of America, N.A.Sep 2019 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Jun 2023
- University of HartfordSep 2018 to Jun 2019
- Proficio Caoital Partners, LLCJul 2018 to Aug 2018
- ExamityJun 2018 to Jul 2018
- University of HartfordSep 2017 to May 2018
- Sx IndustriesMay 2017 to Aug 2017
- University of HartfordSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6654807
- Firm CRD
- 6413