Jeffery Hebert is a registered investment advisor at LPL Financial LLC, based in Queen Creek, AZ, with 5 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
22237 S Ellsworth Rd, Queen Creek, AZ, 85142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery operates Modernize Wealth as a DBA for his LPL business. He also owns Modernize Wealth LLC for tax and investment purposes, dedicating more than full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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