Jeffrey Solodkin
Jeffrey Solodkin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hollywood, FL, 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
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL, 33021
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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 an agent selling life, group, long-term care, health, and disability insurance, dedicating about half of his time to this activity. He also holds a real estate broker license and operates under several DBAs for his LPL business, spending about a quarter of his time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Mony Securities Corporation
Mutual Service CorporationBroker
New England SecuritiesBroker
Mony Securities CorporationBroker
Evensky, Brown Investments, INC.Broker
Anchor National Financial Services, INC.Broker
Mony Securities CORP.Broker
State Registrations14 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.