Jeremy Sabo, financial advisor Carrollton GA
93 score

Jeremy Sabo

CRD Number: 5383234
Current Firm: Lpl Financial LLC

Jeremy Sabo (CRD# 5383234) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Carrollton, GA Aug 2007 - Current 9
University Of Georgia Athletics Athens, GA Jan 2002 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Jeremy T. Sabo
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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