Jeffrey Drury is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dover, DE, with 19 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
838 Walker Road, Suite 22-1, Dover, DE, 19904
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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
Jeffrey sells non-variable insurance, dedicating about half of his time to this activity. He also operates IRACARE Investments and IRACARE, spending nearly full-time hours on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Sagepoint Financial, INC.Broker
Proequities, INC.Broker
Investment Advisors
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.
Exams
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