Osaic Wealth
43yrs
Top advisor by experience in Huntington Beach
9yrs
Vincent Jacobs
Financial advisor at LPL Financial
Vincent Jacobs has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Huntington Beach, California. Vincent has been with LPL Financial since 2024; before that, Vincent spent seven years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 186 advisors with offices in Huntington Beach, and one of 159 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office7561 Center Ave Suite 17, Huntington Beach, CA 92647
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2017 – 2024Edward JonesPreviously
Contact Vincent
7561 Center Ave Suite 17Huntington Beach, CA 92647Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Vincent
Tailored to Vincent’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Vincent
How do I contact Vincent?
Call LPL Financial at (704) 733-3300 and ask for Vincent Jacobs. Vincent works from the Huntington Beach, CA office.
How long has Vincent been a financial advisor?
Vincent has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Vincent hold?
Series 66. Tap any license on this page to see what it allows.
Is Vincent a fiduciary?
Vincent is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vincent paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Vincent for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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