Jeffrey RoskelleyCRD Number: 4505184
Current Firm: Lpl Financial LLC
Jeffrey Roskelley (CRD# 4505184) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Lpl Financial||Salt Lake City, UT||Sep 2011 - Current||5|
|Axa Advisors, LLC||New York, NY||Jul 2004 - Sep 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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