Jeff Prichard (CRD# 4125398) is an Investment Advisor Representative working at Lpl Financial LLC in Cardiff By The Sea, CA and has over 22 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Carlsbad, CA | Jun 2020 - Current | 3 |
| Unemployed | Portland, OR | Jan 2020 - May 2020 | < 1 |
| Global Atlantic Distributors, LLC | Simsbury, CT | May 2016 - Jan 2020 | 3 |
| Global Atlantic Financial Group | Simsbury, CT | May 2016 - Jan 2020 | 3 |
| Unemployed | Portland, OR | Nov 2015 - Apr 2016 | < 1 |
| Motif Investing, Inc. | San Mateo, CA | Feb 2015 - Nov 2015 | < 1 |
| Unemployed | Portland, OR | Oct 2014 - Feb 2015 | < 1 |
| Pacific Life - Pacific Select Distributors | Newport Beach, CA | Oct 2000 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- CA
- TX
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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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