Jeffrey
Solodkin

Lpl Financial LLC

CRD#1189230
Investment Advisor
in Hollywood, FL

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About this Advisor

Jeffrey Solodkin is a chartered financial consultant operating in Hollywood, Florida with a total of 3 years of industry experience. Solodkin currently works for Lpl Financial LLC. Throughout their career, Solodkin has worked at Fdr Group, Inc, Partners Securities, Inc, Kestra Financial Services, Inc and Lpl Financial, LLC. Solodkin holds a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Florida and Texas. Lpl Financial LLC is a company based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in total assets across its 1,688,501 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are provided. Fee types billed by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4000 Hollywood Blvd. Ste 630 N
Hollywood, FL 33021

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

FL Average: $646,059,043
Total Number of Employees

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeffrey Solodkin Work History

Jeffrey has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

1982 - Present (42 years)

Fdr Group, Inc

2016 - 2020 (4 years)

Kestra Financial Services, Inc

1997 - 2016 (19 years)

Partners Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Solodkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Diane Winner
Ann Arbor, MI
Tracy Marlin
Newport Beach, CA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Adam Chaney
Naperville, IL
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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