Jacob Riloff
Jacob Riloff is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Furlong, PA, with 32 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
Furlong, PA
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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
Jacob operates Victory Wealth Partners as a DBA for his LPL business and Jacob Riloff Financial for non-variable insurance, dedicating about half his time to each. He also works as a mortgage broker for TFS Mortgage Corporation, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Victory Wealth Partners
Previous Registrations
Victory Fiduciary Consulting
Victory Fiduciary Consulting
The Benchmark Group RIA Services, LLC
Tfs Securities, INC.Broker
Tfs Advisory Services
Financial Network Investment CorporationBroker
Keystone Asset Advisors, L.P.
The Keystone Equities Group, L.P.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Capital Analysts, IncorporatedBroker
The Advisors Group, INC.Broker
American General Securities IncorporatedBroker
Capital Analysts, IncorporatedBroker
Fidelity Equity Services CorporationBroker
State Registrations2 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.