Jeffrey May is a registered investment advisor at LPL Financial LLC, based in Rockport, IN, with 8 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
886 Sycamore St, Rockport, IN, 47635
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Regulatory History
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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Jeffrey has several business activities, including doing business as (DBA) for LPL business under Old National Investments and Old National Wealth Advisors. He also works as a financial advisor at Old National Bank, dedicating minimal time to this role, and is a notary for the state of Indiana.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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