Jeremy Sabo, financial advisor Carrollton GA

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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Carrollton, GA Aug 2007 - Current 16
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: 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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