Jeffery Atwell, financial advisor Burleson TX

Jeffery Atwell

CRD Number: 5798556
Current Firm: Lpl Financial LLC

Jeffery Atwell (CRD# 5798556) is an Investment Advisor Representative working at Lpl Financial LLC in Burleson, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Burleson, TX May 2021 - Current 2
Wells Fargo Advisors Financial Network, LLC Burleson, TX Nov 2018 - May 2021 2
Edward Jones St.louis, MO Jun 2010 - Nov 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Jeffery C. Atwell
Phone Number: 704-733-3300
Registered State(s):
  • NC
  • TX
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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