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Jeremy Sabo

18 Years of Experience
Carrollton, GA
Broker

Jeremy Sabo is a registered investment advisor at LPL Financial LLC, based in Carrollton, GA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

112 Cedar Street, Carrollton, GA, 30117

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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

Jeremy has written a book on track and field history, available on Amazon, and is a certified athletics official. He also operates Garrett & Robinson Investment Management & Wealth Planning as a DBA for his LPL business, dedicating about a quarter of his time to securities trading.

Employment History
Current Registrations
LPL Financial LLC
March 2013 - Present · 13 yrs 6 mos
LPL Financial LLCBroker
August 2007 - Present · 19 yrs 1 mo
State Registrations3 states
ALGATX
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.