Jeffrey Holla is a registered investment advisor at LPL Financial LLC, based in Iron Mountain, MI. 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
233 S Stephenson Ave, Iron Mountain, MI, 49801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates his LPL business under the DBA First National Wealth Management. He also works as a Teacher's Assistant at Michigan State University, dedicating about a quarter of his time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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