Jordan Berryhill
Jordan Berryhill is a CFP-designated registered investment advisor at LPL Financial LLC, based in Midlothian, VA, with 19 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
250 Wylderose Commons, Ste 202, Midlothian, VA, 23113
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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
Jordan operates his LPL business through Buehler & Berryhill Financial Partners, LLC, dedicating nearly all of his time to it. He also has involvement with GBS Insurance and Financial Services, UNUM, and Financial Balance Group, all related to non-variable insurance, but spends minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations17 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.