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CFP

Jeffrey Church

LPL Financial LLC
18 Years of Experience
Latham, NY
Broker
View SEC Summary
View SEC Summary

Jeffrey Church is a CFP-designated registered investment advisor at LPL Financial LLC, based in Latham, NY, with 18 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3 Lear Jet Ln Stes 200N & 201N, Latham, NY, 12110

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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 Activities

Jeffrey operates under two DBAs for his LPL business: Empire Financial Advisors Inc. since 2015 and Church Financial since 2022. He spends about half his time on these activities.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
August 2015 - February 2018 · 2 yrs 6 mos
Invest Financial CorporationBroker
June 2015 - February 2018 · 2 yrs 8 mos
MML Investors Services, LLCBroker
August 2012 - July 2015 · 2 yrs 11 mos
Metlife Securities INC.Broker
June 2011 - August 2012 · 1 yr 2 mos
Mercer Allied Company, L.P.Broker
January 2011 - June 2011 · 5 mos
Metlife Securities INC.Broker
July 2007 - August 2010 · 3 yrs 1 mo
State Registrations11 states
CACTFLMAMONCNJNYTNVAWI
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.
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