Jeffrey Lynn
Jeffrey Lynn is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2010Customer Dispute
January 2009Customer Dispute
June 1998Other 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
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations17 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.