Jeffrey Gilman
Jeffrey Gilman is a registered investment advisor at LPL Financial LLC, based in Buffalo Grove, IL, with 48 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
Buffalo Grove, IL
Get directionsHistory
Regulatory History (2)
Criminal
December 1971Criminal
February 1970Other Business ActivitiesSells Insurance
Jeffrey is involved with Gilman Insurance Services, selling fixed life and health coverage since 2010. He also receives insurance sales commissions, dedicating about 5% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.
Heritage Capital Management INC
Waterstone Financial Group, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 states
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.