Jeff Martin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Topeka, KS, with 39 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
4848 SW 21st St, Ste 101, Topeka, KS, 66604
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2008Customer Dispute
May 2001Customer Dispute
April 2001Employment Separation After Allegations
March 2001Other Business Activities
Jeff is involved with ArroWealth Financial, LLC, since 2019, for tax/investment purposes and as a DBA for his LPL business. These activities require minimal time and are investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations23 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.