Jenny Lancaster, financial advisor Taos NM

Jenny Lancaster

CRD Number: 6517557
Current Firm: Lpl Financial LLC

Jenny Lancaster (CRD# 6517557) is an Investment Advisor Representative working at Lpl Financial LLC in Taos, NM and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Taos, NM May 2018 - Current 6
Peoples Bank Taos, NM Jul 2014 - Current 10
Southern Exposure Photo Red River, NM Dec 2010 - Aug 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jenny L. Lancaster
Phone Number: 704-733-3300
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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