Jessie Queniart-Ingram (CRD# 6146790) is an Investment Advisor Representative working at Lpl Financial LLC in Couer D'alene, ID and has over 7 years of experience in the finance industry.
CRD# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Aptos, CA | Jul 2021 - Current | 2 |
Life Coach | Scotts Valley, CA | May 2021 - Jul 2021 | < 1 |
Holy Fire Reiki Iii Level I & Ii Practitioner | Scotts Valley, CA | Jan 2021 - Jul 2021 | < 1 |
Quell Financial Group | Aptos, CA | Oct 2019 - Jul 2021 | 1 |
Scott Pimentel | Scotts Valley, CA | Mar 2017 - Jul 2021 | 4 |
Waddell & Reed Inc. | Aptos, CA | Feb 2016 - Jul 2021 | 5 |
Various Insurance Carriers For W&r Insurance Agencies | Scotts Valley, CA | Feb 2016 - Jul 2021 | 5 |
Jessie Queniart-ingram | Scotts Valley, CA | May 2014 - Jul 2018 | 4 |
Scott Pimentel | Scotts Valley, CA | Dec 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- CA
- CO
- CT
- ID
- NM
- NC
- TX
- VA
- WA
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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