Jeffrey
Ramsey

Lpl Financial LLC

CRD#2620688
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Ramsey is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor with Lpl Financial LLC, Ramsey has 20 years of professional experience. Ramsey has a Series 63 license, qualifying them as a securities representative. Ramsey is able to work with investors in Alabama, Georgia, New Jersey, Virginia, Nevada, California and Florida. Throughout their career, Ramsey has worked at Lpl Financial LLC, Royal Alliance Associates, Inc, Sovereign Financial Services, LLC and Invest Financial Corp. Lpl Financial LLC is headquartered in Atlanta, Georgia, and has 8,011 other locations throughout the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets across 680,466 accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 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

Disclosures

No

Office Location

3131 Piedmont Rd Ste 200
Atlanta, GA 30305

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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 Ramsey Work History

Jeffrey has 20 years of experience.

2018 - Present (1 year)

Lpl Financial LLC

2009 - Present (10 years)

Invest Financial Corp

2000 - 2009 (9 years)

Sovereign Financial Services,LLC

1998 - 2009 (11 years)

Royal Alliance Associates, Inc

Disclosures

Jeffrey Ramsey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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