Jeffrey Settle
Jeffrey Settle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 21 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
780 Lynnhaven Pkwy Ste 400, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Jeffrey owns a townhouse rental property in Virginia Beach, VA, from which he receives rental income, dedicating minimal time to this activity. He also operates under the DBA District Financial Planning in Silver Spring, MD.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.