Jeffery Uselton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mcminnville, TN, with 13 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
200 East Main Street, Mcminnville, TN, 37110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is the Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee, dedicating about a quarter of his time to this role. He also works with First Wealth Management Services and FNB Wealth Management Services, both DBAs for LPL Business, and First Wealth, spending a significant amount of time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations2 states
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