Jeff Calhoun
Jeff Calhoun is a registered investment advisor at LPL Financial LLC, based in Chesapeake, VA, with 7 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
1317 Executive Blvd Ste 110, Chesapeake, VA, 23320
Get directionsHistory
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
Jeff is involved in several business activities, including tax preparation/accounting through Convergent Strategies, Dominion Tax Resolution LLC, and The CPA Solution LLC. He also works with The Calhoun Financial Group LLC as an insurance agency and for non-variable insurance, and runs his LPL business through COASTAL VA WEALTH GROUP.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Alphastar Capital Management
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Genworth Financial Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations4 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.