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Jeremiah Seagle

20 Years of Experience
Riner, VA
BrokerSells Insurance

Jeremiah Seagle is a registered investment advisor at LPL Financial LLC, based in Riner, VA, with 20 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.

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Location

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.

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Other Business ActivitiesSells Insurance

Jeremiah is an insurance representative selling non-variable insurance, dedicating a few hours per week. He also has a business entity for tax/investment purposes and owns rental real estate, spending minimal time on the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2024 - Present · 1 yr 11 mos
LPL Financial LLC
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - October 2024 · 4 mos
Osaic Wealth, INC.
June 2024 - October 2024 · 4 mos
Securities America Advisors, INC.
November 2019 - June 2024 · 4 yrs 7 mos
Securities America, INC.Broker
November 2019 - June 2024 · 4 yrs 7 mos
VALIC Financial Advisors, INC.
May 2011 - December 2019 · 8 yrs 7 mos
VALIC Financial Advisors, INC.Broker
April 2011 - December 2019 · 8 yrs 8 mos
Horace Mann Investors INCBroker
June 2006 - April 2011 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
March 2005 - April 2006 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
March 2005 - April 2006 · 1 yr 1 mo
State Registrations3 states
NCSCVA
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.