Jeffrey Feinberg (CRD# 1381541) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, OR and has over 36 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4274774
Seacrest Wealth Management, LLC
CRD# 6591485
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ashland, OR | Jun 2022 - Current | 1 |
| "a" Street Financial Advisors, Inc. | Ashland, OR | Jul 2022 - Mar 2024 | 1 |
| Wells Fargo Clearing Services, LLC | Medford, OR | Nov 2016 - Jun 2022 | 5 |
| Wells Fargo Advisors LLC | Medford, OR | Dec 2010 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- 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
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- 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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