Jeffery Vandiver is a registered investment advisor at LPL Financial LLC, based in Pell City, AL, 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
1605 Martin St S, Suite 5, Pell City, AL, 35128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery operates Logan Martin Wealth Management as a DBA for his LPL business, dedicating full-time hours during securities trading. He also works as a school bus driver for Pell City School Systems, spending about a quarter of his time overall and a few hours per week during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
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