Jeffrey Hall
Jeffrey Hall is a registered investment advisor at LPL Financial LLC, based in Norwood, MA, 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
661 Washington St Ste 207, Norwood, MA, 02062-3529
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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 owns rental real estate and is associated with Birch Point Advisors and Bill Bonk Insurance Marketing, where he is involved with non-variable insurance products. He dedicates a significant amount of time to Birch Point Advisors for tax/investment purposes (over full-time) and minimal time to the other insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Winslow Wealth Management LLC
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Goldk Investment Services, INCBroker
Princor Financial Services CorporationBroker
State Registrations10 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.