Jeffery Seitz
Jeffery Seitz is a registered investment advisor at LPL Financial LLC, based in Richland, WA, with 31 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
291 Bradley Blvd Ste 101, Richland, WA, 99352
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2007Customer Dispute
June 2007Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Jeffery owns real estate and a small family farm, dedicating minimal time to each. He also operates Integrity Financial Services as a DBA for his LPL business, dedicating nearly full-time hours, and works as a notary public.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
LPL Financial LLC
Strategic Wealth Advisors Group
Strategic Wealth Advisors Group
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Kovack Securities INC.Broker
Kovack Advisors, INC.
Edward Jones
Edward JonesBroker
State Registrations23 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.