Jeffery Harper
Jeffery Harper is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, 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
1011 Warrenville Rd Ste 155, Lisle, IL, 60532-0930
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Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Jeffery sells non-variable insurance, including fixed annuities and life insurance, dedicating about 10-20% of his time to this. He is also involved in tax services, tax/investment business entities, farm ownership, HWMG Enterprises LLC, Opus Wealth Management Group, and Good Life Advisors LLC, spending significant time on the latter activities.
Employment History
Current Registrations
LPL Financial LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Opus Wealth Management Group
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Blinder, Robinson & CO., INC.Broker
State Registrations29 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.