Jeffrey
Nist

Lpl Financial LLC

CRD#6231784
Investment Advisor
in Buffalo, NY

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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

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

285 Delaware Ave., Suite 100 Fa Team
Buffalo, NY 14202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

NY Average: 13
Total Number of Accounts

1,517,995

NY Average: 661
Average Account Size

$266,257

NY Average: $977,396

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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
  • Other

Jeffrey Nist Work History

Jeffrey has 10 years of experience.

2021 - Present (1 year)

Lpl Financial LLC

2021 - Present (1 year)

Lpl Financial LLC

2015 - Present (7 years)

M&T Securities

2015 - 2015 (< 1 year)

Edward Jones

2013 - 2014 (1 year)

Dan Wakefield Insurance Agency

2013 - 2014 (1 year)

State Farm Vp Management Corp

2012 - 2013 (1 year)

Dan Morgan Insurance Agency

Disclosures

Jeffrey Nist has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Eli Purdy
Farmington, MI
Mark Teigen
Horace, ND
James Devlin Jr.
Margate City, NJ
Barry Kramer
Rockford, IL
Michael Graham
El Paso, TX
Richard Ramos
Delano, CA
Robin Yates
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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