Jeffrey Schriner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jeffersonville, IN, with 26 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
2125 Veterans Parkway, Jeffersonville, IN, 47130
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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 his LPL business through Centra Financial Services. He also owns Two Rivers Lodge LLC, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Hartford Equity Sales Company INC.Broker
Directed Services LLCBroker
Aetna Investment Services, LLCBroker
Intersecurities, INC.Broker
Afsg Securities CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations3 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.