Jeffrey Motske
Jeffrey Motske is a CFP-designated registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, 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
17011 Beach Blvd Ste 101, Huntington Beach, CA, 92647-5995
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey provides investment advisory services through Trilogy Capital, spending nearly full-time on this activity. He also owns Tanlyn Productions LLC, a media/radio show production company, and several rental real estate properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Advantage Capital CorporationBroker
Ffp Securities, INC.Broker
Sentra Securities CorporationBroker
Sme Capital Management CorporationBroker
State Registrations53 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.