Jeffrey Letendre
Jeffrey Letendre is a CFP-designated registered investment advisor at LPL Financial LLC, based in Salem, MA, 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
One Salem Green, Salem, MA, 01970
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Jeffrey operates under several DBAs for his LPL business, including Salem Five Investment Services, Salem Five Financial, and Salem Five Wealth Advisors. He also sells non-variable insurance products, including long-term care, health, disability, whole/universal life, and fixed annuities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations20 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.