Jeffrey Askins, financial advisor Tallahassee FL
96 score

Jeffrey Askins

CRD Number: 1378301
Current Firm: Lpl Financial LLC

Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 12 years of experience in the finance industry. Jeffrey Askins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Tallahassee, FL Dec 2011 - Current 5
Florida Commerce Credit Union Tallahassee, FL Dec 2011 - Current 5
Moors&cabot Tallahassee, FL Jun 2010 - Dec 2011 1
Unemployed Orlando, FL Mar 2010 - Jun 2010 < 1
Bb&t Investments Charlotte, NC Jan 2009 - Mar 2010 1
Bb&t Bank Orlando, FL Jan 2009 - Mar 2010 1
Bb&t Investment Services Inc. Charlotte, NC Feb 2004 - Dec 2008 4
Bb&t Tallahassee, FL Jul 2003 - Dec 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Jeffrey W. Askins
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
96
Clean Record
This advisor has a clean track record with regulators.

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