Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Jeffrey Ramsey Work History
Jeffrey has 20 years of experience.
Lpl Financial LLC
Invest Financial Corp
Sovereign Financial Services,LLC
Royal Alliance Associates, Inc
Jeffrey Ramsey has no disclosures.
Please visit their SEC profile for more details.