Jeffrey Delcorse
Jeffrey Delcorse is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 15 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
1011 Warrenville Rd Suite 155, Lisle, IL, 60532
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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 operates Equilibrium Wealth Management LLC as a DBA for his LPL business and Equilibrium Financial Planning LLC for tax/investment purposes, dedicating nearly full-time hours to the latter. He also owns real estate rental properties and works as an insurance broker selling non-variable insurance a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Envestnet Pmc
Portfolio Brokerage Services, INC.Broker
State Registrations17 states
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