Todd Jeffcoat is a registered investment advisor at LPL Financial LLC, based in Thornton, CO, with 25 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
Credit Union of Colorado, 3907 E. 120th Ave, Thornton, CO, 80233-1681
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd spends all of his time at the Credit Union of Colorado, where he has worked since 2008. He also works at the Investment Center located at the Credit Union of Colorado, which is a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
State Registrations26 states
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