Jeffrey Orlouski
Jeffrey Orlouski is a registered investment advisor at LPL Financial LLC, based in Greenwood Lake, NY, with 27 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
Greenwood Lake, NY
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2008Criminal
April 1990Other Business Activities
Jeffrey is associated with Financial Resources Group Investment Services, LPL Financial as a registered representative, and Gladstone Institutional Advisory as a registered investment advisor. He spends about half of his time on these activities during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gladstone Wealth Partners
LPL Financial LLC
National Asset Management, INC.
National Securities CorporationBroker
Prime Capital Services, INC.Broker
Toussaint Capital Partners, LLCBroker
Bny Mellon Securities LLCBroker
Allstate Financial Services, LLCBroker
AmeritradeBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations53 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.