Geoffrey Nance
Geoffrey Nance is a registered investment advisor at LPL Financial LLC, based in Westbury, NY, 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
1000 Corporate Drive, Westbury, NY, 11590
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Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Geoffrey operates his LPL business under the DBA Jovia Investment Services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Wells Fargo Advisors, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Nationwide Planning Associates INC.Broker
Nationwide Planning Associates INC.
American Portfolios Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations11 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.