Jeffery Gardner, financial advisor Alpharetta GA

Jeffery Gardner

CRD Number: 4244723
Current Firm: Lpl Financial LLC

Jeffery Gardner (CRD# 4244723) is an Investment Advisor Representative working at Lpl Financial LLC in Alpharetta, GA and has over 23 years of experience in the finance industry. Jeffery Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Alpharetta, GA Sep 2019 - Current 4
Allianz Global Investors Distributors LLC New York, NY Nov 2017 - Sep 2019 1
Allianz Global Investors U.s. Holdings LLC New York, NY Nov 2017 - Sep 2019 1
Nationwide Investment Services Incorporation Columbus, OH Nov 2007 - Nov 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Jeffery Gardner
Phone Number: 704-733-3300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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