JD
JD

Jeremy Doyle

24 Years of Experience
Fort Mill, SC
Broker

Jeremy Doyle is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1055 Lpl Way, Fort Mill, SC, 29715

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
LPL Financial LLCBroker
July 2014 - Present · 11 yrs 10 mos
LPL Financial LLC
July 2014 - Present · 11 yrs 10 mos
LPL Financial LLC
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
March 2013 - June 2014 · 1 yr 3 mos
Securities America, INC.Broker
February 2013 - June 2014 · 1 yr 4 mos
Securities America Advisors, INC.
September 2011 - April 2012 · 7 mos
Securities America, INC.Broker
September 2011 - April 2012 · 7 mos
Qa3 Financial LLC
June 2006 - February 2011 · 4 yrs 8 mos
Qa3 Financial CORP.Broker
June 2006 - February 2011 · 4 yrs 8 mos
Woodmen Financial Services, INC.Broker
October 2004 - June 2006 · 1 yr 8 mos
Securities America Advisors, INC.
May 2003 - October 2004 · 1 yr 5 mos
Securities America, INC.Broker
January 2002 - October 2004 · 2 yrs 9 mos
AmeritradeBroker
October 1999 - April 2001 · 1 yr 6 mos
State Registrations2 states
NESC
AdvisorBrokerBoth

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
No exam information available for this advisor.