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Jill Singer

Advisor at LPL Financial

Updated today

Location

Kingsley, PA 18826

Credentials

Series 63, Series 65

Industry experience

24 years

About

Jill Singer is a financial advisor with LPL Financial in Hallstead, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at NBT Bank and LPL since 2015. Outside of her advisory role, she is involved in her family business as a bookkeeper and breeds Golden Retrievers. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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

5910 State Route 92

Kingsley, PA 18826

Most active in

Pennsylvania

Work history

NBT Bank

2015 - Present (11 years)

LPL

2015 - Present (11 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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Theresa D

Series 66

Tunkhannock, PA

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Theresa Detrick is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has previously worked at Lincoln Financial Securities Corporation and Morgan Stanley, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 range of delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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