Jeffrey Rimer is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, 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
6300 Ridglea Pl Ste 416, Fort Worth, TX, 76116-5713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates several DBAs for his LPL business, including Jeff Rimer Financial Services, Shaw Financial Services, Inc., Rimer Financial Group, and HISML29 LC. He also facilitates the Dave Ramsey Financial Peace University course, dedicating about a quarter of his time, and manages HISML29 LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations18 states
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