Jeffrey
Wilcox
Lpl Financial LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$368,018,536,946
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
31,366
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1,688,501
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$217,956
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.*
Lpl Financial, LLC
Edward Jones
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
Fort Mill, SC
Biloxi, MS
Bridgeport, CT
Lawrenceburg, IN
Charlestown, MA
Sea Girt, NJ
Chico, CA
Waukesha, WI
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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