Troy Jackson is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, 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
817 Dave Gibson Blvd, Fort Mill, SC, 29708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy operates under South State Investment Services as a DBA for his LPL business since 2019. He also serves as Vice President at South State Retirement Services, dedicating about half of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameritas Investment CORP.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Principal Funds Distributor, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.