Jeffrey Pratt
Jeffrey Pratt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Nashville, TN, 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
95 White Bridge Rd., Ste. 119, Nashville, TN, 37205
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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 Investment Advisor Representative for Harris & Pratt Wealth Management, providing investment advisory and planning services. He also handles bookkeeping, banking, payroll, and taxes as a member/partner of Harris and Pratt, LLC, and provides insurance-related needs analysis and procurement; these activities take up nearly all of Jeffrey's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Next Financial Group, INC.
Next Financial Group, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Investacorp, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 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.