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Jerry Sandlin Jr.

Advisor at LPL Financial

Updated today

Location

Elk Grove, CA 95757

Credentials

Series 63, Series 66

Industry experience

28 years

About

Jerry Sandlin Jr. is a financial advisor with LPL Financial in Elk Grove, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Schools Financial Credit Union for 12 years. Outside of finance, he is a qualifying partner in a house painting business, though he is not involved in its daily operations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

7688 Chappelle Way

Elk Grove, CA 95757

Most active in

California · Texas

Work history

LPL Financial

2008 - Present (18 years)

Schools Financial CU

2008 - 2020 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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