Jeffrey
Wilcox

Lpl Financial LLC

CRD#6721471
Investment Advisor
in Temperance, MI

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About this Advisor

Jeffrey Wilcox is a financial advisor who works in Temperance, Michigan with 6 years of industry experience. Wilcox currently works for Lpl Financial LLC. Their career trajectory has included roles at Edward Jones, Emmanuel Christian School and Lpl Financial, LLC. Wilcox holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Lpl Financial LLC is a firm based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets across its 1,688,501 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC offers a number 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. A financial advisor's fee schedules typically are based on the type of financial services provided. Fee types charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

7433 Jackman Rd
Temperance, MI 48182

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI 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 Wilcox Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2016 - 2017 (1 year)

Edward Jones

2013 - 2016 (3 years)

Emmanuel Christian School

*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 Wilcox 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
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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