Jeffrey Talley is a registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9212 Falls of Neuse Rd., Suite 221, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates Founders Wealth Advisors, LLC as a DBA for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also provides investment advisory services through Founders Financial Alliance, LLC, an independent investment advisor firm, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Founders Financial Alliance, LLC
Previous Registrations
Private Client Services, LLCBroker
Uvest Financial Services Group, INC.Broker
Uwharre Investment Advisors, INC.
The Strategic Alliance CorporationBroker
State Registrations5 states
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