Jeffery Fox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Armada, MI, 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
Armada, MI
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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.
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Jeffery is associated with three business entities: Senior Resources Retirement Services, Physicians Preferred Planning, and Senior Resources, LLC. The first two are for tax/investment purposes only and are not investment related, while the last is a DBA for LPL business and is investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
Questar Capital CorporationBroker
United Planners' Financial Services of America a Limited PartnerBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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