Jay Bigman (CRD# 1079391) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has over 41 years of experience in the finance industry.
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
CRD# 4641247
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | South Windsor, CT | Feb 2023 - Current | 1 |
| Securities America, Inc. | South Windsor, CT | Jul 2020 - Feb 2023 | 2 |
| Securities America Advisors, Inc. | South Windsor, CT | Jul 2020 - Feb 2023 | 2 |
| Investacorp, Inc. | Miami Lakes, FL | Sep 1994 - Jul 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- CT
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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
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