Jeffrey Saplak
Jeffrey Saplak is a registered investment advisor at LPL Financial LLC, based in North Royalton, OH, 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
8025 Corporate Circle Suite 2, North Royalton, OH, 44133
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Jeffrey provides investment advisory services through TA-Check Financial, spending minimal time on this. He also works in property and casualty (dedicating a few hours per week) and tax preparation/accounting (nearly full-time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Cetera Advisors LLCBroker
Legacy Financial Services, INC.Broker
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fsc Securities CorporationBroker
State Registrations4 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.