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. 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
1000 Lakes Dr Ste 325, West Covina, CA, 91790
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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.