TrueAdvisor
TrueAdvisor
JF
JF

Jennifer Flickinger

Tru Independence Asset Management, LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Tru Independence Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

Corsicana, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tru Independence Asset Management, LLC
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Umpqua Investments, INC.
November 2010 - February 2020 · 9 yrs 3 mos
Umpqua Investments, INC.Broker
November 2010 - February 2020 · 9 yrs 3 mos
Wells Fargo Investments, LLC
January 2005 - April 2009 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
March 2003 - April 2009 · 6 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.