Jeffrey
Westerhold

Lpl Financial LLC

CRD#2992585
Investment Advisor
in Alton, IL

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About this Advisor

Jeffrey Westerhold is a financial advisor based in Alton, Illinois, working with Lpl Financial LLC. Jeffrey has previously held a position at Lpl Financial LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Jeffrey is part of Lpl Financial LLC, which operates out of Alton, Illinois. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

322 State Street
Alton, IL 62002

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

IL Average: 13
Total Number of Accounts

1,910,545

IL Average: 661
Average Account Size

$242,588

IL 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 Westerhold Work History

2001 - Present (23 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Jeffrey Westerhold 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
Cole Gillespie
Scottsdale, AZ
Ignacio Guzman
Santa Ana, CA
Kedishia Grant
Fort Mill, SC
Frederick Martens
Novato, CA
Tyler Zavala
Peoria, AZ
David Wiley
La Jolla, CA
Kyle Hurt
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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