Jeffrey Hamblen
Jeffrey Hamblen is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Mclean, VA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8300 Greensboro Drive # 700, Mclean, VA, 22102
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is associated with HUB International and Global Retirement Partners, LLC, where he serves as an Investment Advisor Representative. He also has several real estate rental properties and a timber property, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations37 states
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