Jeffrey Singer is a registered investment advisor at LPL Financial LLC, based in Shrewsbury, MA, with 30 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
714 Main Street, Shrewsbury, MA, 01545
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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.
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Jeffrey operates under the DBA Central One Retirement & Investment Center for his LPL business. He also works as a financial advisor for Central One Federal Credit Union, dedicating nearly full-time hours to this role and about 10-20% of his time to internal referrals.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nylife Securities LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Natixis Distributors, L.P.Broker
Sun Life Financial Distributors, INC.Broker
Veravest Investments, INC.Broker
Aag Securities, INC.Broker
Aetna Investment Services, INC.Broker
Garco Equity Sales, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations19 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.