Jeffrey Clarke
Jeffrey Clarke is a registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 39 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Myrtle Beach, SC
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2002Customer Dispute
July 1992Other Business Activities
Jeffrey operates Clarke Financial Services LLC as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Principal Securities, INC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Voya Financial Advisors, INC.Broker
New England SecuritiesBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations15 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.
Exams
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