Jeremy
Bivens

Lpl Financial LLC

CRD#7284967
Investment Advisor
in Springfield, IL

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About this Advisor

Jeremy Bivens is a financial advisor based in Springfield, Illinois, working with Lpl Financial LLC. Jeremy has previously held positions at Clean Cut Lawn Care, Scheels Sporting Goods, Bank Of Springfield, Lpl Financial LLC, and as a student. Jeremy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Jeremy is part of Lpl Financial LLC, which operates out of Springfield, 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 65, Series 63

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

3400 Wabash Ave
Springfield, IL 62711

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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

Jeremy Bivens Work History

2020 - Present (4 years)

Lpl Financial LLC

2017 - Present (7 years)

Bank Of Springfield

2016 - 2016 (< 1 year)

Clean Cut Lawn Care

2016 - 2017 (1 year)

Scheels Sporting Goods

2010 - 2016 (6 years)

Student

Disclosures

Please visit the SEC profile of Jeremy Bivens 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
Nicholas Geric
Winter Haven, FL
Christopher Claude
Altamonte Springs, FL
Kedishia Grant
Fort Mill, SC
Alexander Brown
San Diego, CA
Nicole Wilson
Glen Arm, MD
Dominic Poshedley
Strongsville, OH
David Wiley
La Jolla, 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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