William Jeffrey
William Jeffrey is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 37 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
Troy, MI
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Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
William is involved with Jeffrey Financial Services and William Jeffrey & Associates, where he handles non-variable insurance, property/casualty, and tax preparation. He also works as a notary public, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Titan/value Equities Group, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations13 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.