Jeffrey Neel (CRD# 3226743) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, ID and has over 24 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bellevue, ID | May 2021 - Current | 2 |
| J. Neel And Company, Pa | Bellevue, ID | Nov 2002 - Current | 21 |
| J. Neel & Company/jeffrey A. Neel Cpa | Bellevue, ID | Jan 1996 - Current | 28 |
| Avantax Advisory Services | Bellevue, ID | Oct 1999 - May 2021 | 21 |
| Avantax Investment Services, Inc. | Bellevue, ID | Sep 1999 - May 2021 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- ID
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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