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Felicia Jacobs

LPl Financial LLC

Columbia, SC

Fort Mill, SC

CRD 6137478

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-02
  • SC RA
    APPROVED
    Since 2025-01-02

Branch Locations

Columbia, SC • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 09/2014 08/2022
Bank Of America, N.A. Columbia SC 11/2016 08/2022
Lpl Financial Llc Columbia SC 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-22
  • S66 Uniform Combined State Law Examination
    2013-02-22
Other Names
  • Felicia Annette Washington
  • Felicia Jacobs
  • Felicia Annette Washington
  • Felicia Annette Jacobs
  • Felicia A Jacobs

View on SEC IAPD

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