Jeffrey Lavin is a registered investment advisor at LPL Financial LLC, based in Gardena, CA, with 36 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
1025 W 190th St Ste 120, Gardena, CA, 90248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates The Sudol Group Wealth Management Specialists as a DBA for his LPL business, dedicating the majority of his time (90%) to it. He also has a small ownership stake (1%) in Lavin and Associates and operates Lavin Financial Services as another DBA for his LPL business, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
The Sudol Group - Wealth Management Specialists
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.