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ChFC
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ChFC

Jeffrey Solodkin

LPL Financial LLC
43 Years of Experience
Hollywood, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Solodkin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hollywood, FL, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4000 Hollywood Blvd. Ste 630 N, Hollywood, FL, 33021

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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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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 LLCBroker
December 2020 - Present · 5 yrs 10 mos
LPL Financial LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Kestra Advisory Services, LLC
June 2016 - December 2020 · 4 yrs 6 mos
AXA Advisors, LLCBroker
June 2005 - April 2006 · 10 mos
AXA Advisors, LLC
June 2005 - August 2005 · 2 mos
NFP Advisor Services, LLC
December 1997 - September 2016 · 18 yrs 9 mos
Kestra Investment Services, LLCBroker
December 1997 - December 2020 · 23 yrs
Mony Securities Corporation
February 1993 - June 2005 · 12 yrs 4 mos
Mutual Service CorporationBroker
October 1990 - December 1991 · 1 yr 2 mos
New England SecuritiesBroker
July 1990 - January 1998 · 7 yrs 6 mos
Mony Securities CorporationBroker
January 1989 - June 2005 · 16 yrs 5 mos
Evensky, Brown Investments, INC.Broker
February 1987 - January 1989 · 1 yr 11 mos
Anchor National Financial Services, INC.Broker
October 1986 - February 1987 · 4 mos
Mony Securities CORP.Broker
September 1983 - October 1986 · 3 yrs 1 mo
State Registrations14 states
AZCAFLINMAMDNCNJNYPASCTXUTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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