Jeffrey Ramsey, financial advisor Casselberry FL
83 score

Jeffrey Ramsey

CRD Number: 1914734
Current Firm: Lpl Financial LLC

Jeffrey Ramsey (CRD# 1914734) is an Investment Advisor Representative working at Lpl Financial LLC in Casselberry, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Orlando, FL Oct 2015 - Current 1
Atlantic Capital Advisors Tampa, FL May 2013 - Current 3
Lpl Financial, LLC Tampa, FL Apr 2010 - Current 6
Bank United Miami, FL Apr 2010 - May 2013 3
Morgan Keegan & Company, Inc. Orlando, FL Apr 2007 - Apr 2010 3
Regions Bank Orlando, FL Nov 2006 - Apr 2010 3
Amsouth Investment Management Company LLC Birmingham, AL Jul 2003 - Apr 2007 3
Amsouth Investment Services, Inc. Memphis, TN Dec 2002 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Mar 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Ramsey
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
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
83

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