Jeffrey Damia is a registered investment advisor at LPL Financial LLC, based in Albany, NY, 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
16 Computer Drive West, Albany, NY, 12205
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Regulatory History (1)
Customer Dispute
February 2000Other Business Activities
Jeffrey operates Daniels Financial Partners as a DBA for his LPL business and is involved in several real estate rental and business entities. He dedicates about a quarter of his time to DoubleView Private Wealth, Inc, while the other entities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fs Investment Solutions, LLCBroker
Archer Distributors, LLCBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Hilliard Farber & CO., INC.Broker
Hilliard Farber Securities CORP.Broker
First Albany CorporationBroker
Dean Witter Reynolds INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations33 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.