Jeffrey Hedberg
Jeffrey Hedberg is a registered investment advisor at LPL Financial LLC, based in Ft. Myers, FL, with 33 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
Ft. Myers, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2016Customer Dispute
April 2013Customer Dispute
February 2012Customer Dispute
September 2008Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including operating Hedberg Wealth Management as a DBA for his LPL business, non-variable insurance through Newington Financial LLC, and various real estate rental businesses. He also engages in trust and will related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Morgan Stanley
Morgan StanleyBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 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.