Jeffrey Ramsey
Jeffrey Ramsey is a registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 31 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
Orlando, FL
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Regulatory History (1)
Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Jeffrey sells fixed annuities through Atlantic Insurance Group, dedicating minimal time to this activity. He also operates under the DBAs Atlantic Capital Advisors and Ramsey Wealth Management, dedicating full-time hours to the latter during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
UBS Painewebber INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations19 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.