Walter Eife
Walter Eife is a registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 25 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
1202 Laurel Oak Rd Ste 206, Voorhees, NJ, 08043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Walter is a retirement plan consultant, life insurance agent, and owns rental real estate. He also participates in political activities and has outside employment with Waypoint Insurance Services, dedicating nearly full-time hours to his LPL business and minimal time to the other activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations13 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.