Lpl Financial LLC
About this Advisor
Jeffrey Ricklefs is a financial advisor working in Missoula, Montana, with a total of 12 years of work experience. Ricklefs currently works for Lpl Financial LLC. Over the course of their career, Ricklefs has held roles at Edward Jones and Lpl Financial, LLC. Ricklefs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Montana. Lpl Financial LLC is a registered investment business based in Missoula, Montana. The firm has offices in 9,519 locations and a total of 23,035 people on staff. It oversees $208 billion in total assets between its 892,326 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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 Ricklefs Work History
Jeffrey has 12 years of experience.
Lpl Financial, LLC
Jeffrey Ricklefs has no disclosures.
Please visit their SEC profile for more details.
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