Jeff Grimm is a CFP-designated registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 12 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
795 Ridge Lake Blvd, Suite 100, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeff operates Memphis Planning and Wealth as a DBA for his LPL business, dedicating all of his time to it. He also has Grimm and Associates LLC, an LLC business account for LPL income and expenses, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 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.