Jeffery Bracewell
Jeffery Bracewell is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 26 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
607 Lynnhaven Pkwy, Virginia Beach, VA, 23452
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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
Jeffery works as a Relationship Manager at SonaBank, a full-time position. He also has insurance-related activities, including being associated with VA Bankers for licensing purposes and selling non-variable insurance through Virginia Insurance Agency Solutions for a few hours per week. Finally, Jeffery is a board member of Colonial Heights Education Foundation, dedicating minimal time to raising money for teacher grants and student scholarships.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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.