Jeffrey Boessen
Jeffrey Boessen is a CFP-designated registered investment advisor at LPL Financial LLC, based in California, MO, with 28 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
329 South Oak, California, MO, 65018
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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
Jeffrey is an advisor at Central Trust Bank and operates under the DBA Central Investment Advisors for his LPL business. He is also an agent for Investor Services Insurance, selling non-variable insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
State Registrations33 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.