Jeffrey Carson is a registered investment advisor at LPL Financial LLC, based in Byron, IL, 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
Byron, IL
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Regulatory History (1)
Customer Dispute
March 2017Other Business Activities
Jeffrey is associated with Carson Investments, Inc. as a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Raymond James Financial Services, INC.Broker
Fiserv Investor Services, INC.Broker
Fiserv Investor Services, INC.Broker
Link Investment Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 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.