Jacob Sturgill
CRD Number: 5853235
Current Firm: Lpl Financial LLC
Compensation Model: Both
Jake Sturgill began his career in financial services with T. Rowe Price in 2010, where he was recognized with several performance awards, before becoming an advisor with Puckett & Sturgill. In addition to earning a B.S. degree from James Madison University, he became a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards in 2014. Clients will benefit from his knowledge, skills, and dedication to providing excellent service and support.
Jake represents the third generation of his family to dedicate their career to providing financial services in Carroll County
Jacob Sturgill (CRD# 5853235) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, MD and has over 4 years of experience in the finance industry. Jacob Sturgill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
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Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Westminster, MD | Jan 2015 - Current | 9 |
| T Rowe Price | Owings Mills, MD | Sep 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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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
Securities and advisory services offered through LPL Financial,
a registered investment advisor, member FINRA/SIPC.
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