Jacob Lee is a registered investment advisor at LPL Financial LLC, based in Flint, MI, with 2 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
5151 Gateway Ctr Ste 300, Flint, MI, 48507
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob has a DBA for his LPL business called DDR Wealth Advisors since February 2023. He also works with Total Benefit Systems selling non-variable insurance since June 2022.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Registrations3 states
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