Jeffry Pittman, financial advisor Montecito CA

Jeffry Pittman

CRD Number: 1986022
Current Firm: Lpl Financial LLC

Jeffry Pittman (CRD# 1986022) is an Investment Advisor Representative working at Lpl Financial LLC in Montecito, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Montecito, CA Jul 2012 - Current 11
Montecito Bank & Trust Montecito, CA Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Jeffry L. Pittman
Phone Number: 704-733-3300
Registered State(s):
  • CA
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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