Jeffrey Harrold
Jeffrey Harrold is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 35 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
2700 Westown Pkwy Ste 405, West Des Moines, IA, 50266
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Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
Jeffrey operates his LPL business through Harrold Wealth Management Inc. He also owns rental real estate properties and is a notary, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 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.