Jeffrey Kellett
Jeffrey Kellett is a registered investment advisor at LPL Financial LLC, based in Bristol, IL, with 40 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
Bristol, IL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through The Financial Group Ltd, dedicating full-time hours to this endeavor. He also engages in non-variable insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations4 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.