Jeffrey Myers
Jeffrey Myers is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, 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
2250 Murrell Road, Ste. A, Lynchburg, VA, 24501
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2006Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Jeffrey operates Jeffrey Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also manages Jeffrey Properties LLC for tax/investment purposes and works as an advisor/agent for The Pinnacle Group selling non-variable insurance, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations20 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.