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Jeffrey Lynn

LPL Financial LLC
32 Years of Experience
Southfield, MI
3 DisclosuresBroker
View SEC Summary
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Jeffrey Lynn is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 32 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

28411 Northwestern Hwy #1200, Southfield, MI, 48034

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010
Settled
Customer Dispute
January 2009
Denied
Customer Dispute
June 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is a business owner of Coolidge Imaging, LLC DB Parkwood Open Imaging, an MRI imaging company, since 2013, dedicating about 10-20% of his time. He also owns EV Mode since 2022, spending about 10-20% of his time assisting with tech questions.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2014 - December 2022 · 8 yrs 8 mos
Ameriprise Financial Services, LLC
April 2014 - December 2022 · 8 yrs 8 mos
Morgan Stanley
June 2009 - April 2014 · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
UBS Financial Services INC.Broker
February 2005 - December 2008 · 3 yrs 10 mos
UBS Financial Services INC.
February 2005 - December 2008 · 3 yrs 10 mos
Wachovia Securities, LLC
July 2003 - February 2005 · 1 yr 7 mos
Wachovia Securities, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Prudential Securities Incorporated
March 2000 - July 2003 · 3 yrs 4 mos
Prudential Securities IncorporatedBroker
March 2000 - July 2003 · 3 yrs 4 mos
Painewebber IncorporatedBroker
February 1995 - March 2000 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1994 - March 1995 · 1 yr 1 mo
State Registrations18 states
AZCADEFLGAHIILMAMDMINCNJNMNVNYOHTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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