Lpl Financial LLC
About this Advisor
Jeffrey Nist is a financial advisor based in Buffalo, New York, with 10 years of financial industry experience. Nist is currently employed by Lpl Financial LLC. Over the course of their career, Nist has held roles at Dan Morgan Insurance Agency, Dan Wakefield Insurance Agency, State Farm Vp Management Corp, Edward Jones, M&T Securities and Lpl Financial LLC. Nist holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Connecticut, Delaware, District Of Columbia, Georgia, Maryland, Massachusetts, New Jersey, New York, Ohio, Virginia and West Virginia. Lpl Financial LLC is a financial advisory business headquartered in Buffalo, New York. The investment advisory business has offices in 9,898 locations and a total of 28,744 advisors. It has $404 billion in assets across its 1,517,995 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC has 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 for financial advisory services depend on the financial services provided. However, fee types billed by Lpl Financial LLC can consist of any combination 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 Nist Work History
Jeffrey has 10 years of experience.
Lpl Financial LLC
Lpl Financial LLC
Dan Wakefield Insurance Agency
State Farm Vp Management Corp
Dan Morgan Insurance Agency
Jeffrey Nist has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Margate City, NJ
El Paso, TX
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