Jennifer Bagalawis Daknis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial Llc
  Yorktown, VA

Previous Registrations

• 2001-09-25 → 2009-02-17
  Micg Investment Management, Llc
  Newport News, VA
  Newport News, VA
  Newport News, VA

Other Businesses

1. 4/6/2009 - NON-VARIABLE INSURANCE - NON VARIABLE INSURANCE TO INCLUDE LIFE, HEALTH, LTC AND FIXED ANNUITIES. - TIME SPENT 2% - NEWPORT NEWS, VA. 2. 07/21/2015 - POINT COMFORT WEALTH MANAGEMENT - INV REL - 701 TOWN CENTER DRIVE, SUITE 104, NEWPORT NEWS VA325 MCLAWS CIRCLE, SUITE 2, WILLIAMSBURG VA - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 08/01/2015 - 0 HOURS PER MONTH 3. 3. 6/1/2021 - No Business Name - Investment Related - Yorktown, VA 23692 - Real Estate Rental - Start Date: 7/1/2020 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-13
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Other Names

• Jennifer Dawn Bagalawis