Jeffrey Lansink
Jeffrey Lansink is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Mount Pleasant, SC, with 29 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
2116 Breezy Point Drive, Mount Pleasant, SC, 29466
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Jeffrey operates his LPL business under the DBA Blackbridge Financial, dedicating about a quarter of his time. He also spends nearly full-time working as a registered investment advisor with Independent Advisor Alliance.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
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