Jeffrey Hackbarth
Jeffrey Hackbarth is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Covina, CA, 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.
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
1000 Lakes Dr Ste 325, West Covina, CA, 91790
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Jeffrey is an Investment Executive at Trilogy Financial Services and provides investment advisory services through Trilogy Capital, Inc. He spends a few hours per week on each of these activities, and also sells life insurance through Trilogy Financial Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations6 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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