Jeff
Halloran
Lpl Financial LLC
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About this Advisor
Jeff Halloran is a financial advisor working in Grand Island, Nebraska with 2 years of relevant experience. Halloran currently works for Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Jth Enterprises, J2Rhbk Inc, Jjb Enterprises, LLC, Flatwater Wealth, Inc, Hastings Public School Foundation and Lpl Financial LLC. Halloran maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Lpl Financial LLC is a registered investment business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in total assets between its 1,688,501 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC offers a broad set 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. Financial advisory fees largely vary depending on which services are offered. However, fees charged by Lpl Financial LLC most likely include some blend of 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
$368,018,536,946
31,366
1,688,501
$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
Jeff Halloran Work History
Jeff has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Hastings Public School Foundation
Jjb Enterprises, LLC
J2Rhbk Inc
Flatwater Wealth, Inc
Jth Enterprises
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Jeff Halloran 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
Dallas, TX
Castle Rock, CO
Oak Brook, IL
Montgomery, AL
Guaynabo, PR
Woodstock, IL
Torrance, CA
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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