Jeffrey Thatcher
Jeffrey Thatcher is a registered investment advisor at LPL Financial LLC, based in Endicott, NY, 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
24 Mckinley Ave, Endicott, NY, 13760
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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 is a board member for a credit union educational group, dedicating minimal time. He also works with Visions Insurance Agency, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLCBroker
Visions Analysis LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.Broker
Chase Investment Services CORP.Broker
Linsco/private Ledger CORP.Broker
Bisys Brokerage Services, INC.Broker
Prime Capital Services, INC.Broker
Gna Securities, INC.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Landmark Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations51 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.