Jenne Sevilla (CRD# 5730278) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 13 years of experience in the finance industry. Jenne Sevilla 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Charleston, SC | Jun 2018 - Current | 6 |
| Outrigger Consulting, LLC | Charleston, SC | Aug 2016 - Current | 7 |
| Liberty Partners Financial Services, LLC | Bakersfield, CA | Nov 2016 - Jun 2018 | 1 |
| Liberty Partners Capital Management, LLC | Bakersfield, CA | Nov 2016 - Jun 2018 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2012 - Aug 2016 | 4 |
| Northwestern Mutual Investment Services, LLC | Charleston, SC | Mar 2012 - Aug 2016 | 4 |
| Heath Beam | Charleston, SC | Feb 2012 - Aug 2016 | 4 |
| Michael Dolberg | Charleston, SC | Oct 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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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
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