Jeffrey
Brown

Lpl Financial LLC

CRD#3201118
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Jeffrey Brown is a financial advisor based in Murfreesboro, Tennessee, working with Lpl Financial LLC. Jeffrey has previously held a position at Lpl Financial LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Jeffrey is part of Lpl Financial LLC, which operates out of Murfreesboro, Tennessee. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

Office Location

630 S Church St Ste 100
Murfreesboro, TN 37130-9409

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

TN Average: 13
Total Number of Accounts

1,910,545

TN Average: 661
Average Account Size

$242,588

TN Average: $977,396

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 Brown Work History

2007 - Present (17 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffrey Brown 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

Eric Matthews
Fort Mill, SC
Megan Chute
San Diego, CA
Carey Wolf
West Bend, WI
Michael Raymond
North Haven, CT
Ronald Hunter
Chester, NJ
Todd Feintuch
Winter Park, FL
Molly Miller
La Mesa, CA
Mitchell Hesen
Woodland Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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