Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Huffaker is a financial advisor with LPL Financial LLC. Jacob has been working in the financial industry for several years, and has a strong understanding of the investment and financial planning needs of individuals and families. Jacob is dedicated to providing personalized advice and helping clients reach their financial goals. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 66 and SIE licenses. Jacob also holds a state license in Kansas and Texas. Jacob has a passion for helping people achieve their financial goals and is committed to providing exceptional service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
12/07/2022 - Present
LPL Financial LLC (SALINA KS)
BOTH
Issued 08/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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