Jeffrey Tong is a registered investment advisor at LPL Financial LLC, based in Cleveland, OH, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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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
3333 Richmond Rd Ste 345, Cleveland, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Boenning & Scattergood, INC.Broker
1914 Advisors
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Auriga USA, LLCBroker
Northcoast Research Partners, LLCBroker
Ancora Securities, INC.Broker
Longbow Securities, LLCBroker
Banc of America Securities LLCBroker
State Registrations9 states
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