Jeffrey Lansink
Jeffrey Lansink is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mt. Pleasant, SC, with 29 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
1156 Bowman Rd, Ste. 200, Mt. Pleasant, SC, 29464
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
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
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.