JB
JB

Jeremy Billew

9 Years of Experience
Charleston, SC
Broker

Jeremy Billew is a registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1032 Savannah Highway, Charleston, SC, 29407

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy operates Lighthouse Wealth Advisors of Charleston LLC as a DBA for his LPL business, dedicating full-time hours to it. He is also a notary, which is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
May 2017 - Present · 9 yrs
LPL Financial LLCBroker
February 2017 - Present · 9 yrs 3 mos
State Registrations7 states
ALFLGANCSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeremy Billew - Financial Advisor | TrueAdvisor