Jeffrey Blaze
Jeffrey Blaze is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hollywood, FL, with 29 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
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL, 33021
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Regulatory History (1)
Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Jeffrey sells non-variable insurance, dedicating about a quarter of his time. He also has several DBAs related to his LPL business, each taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Cibc Oppenheimer CORP.Broker
Mimlic Sales CorporationBroker
State Registrations26 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.