Jeffrey Wilcox (CRD# 6721471) is an Investment Advisor Representative working at Lpl Financial LLC in Temperance, MI and has over 7 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Temperance, MI | Nov 2017 - Current | 6 |
| Unemployed | Toledo, OH | Jul 2017 - Nov 2017 | < 1 |
| Edward Jones | St Louis, MO | Nov 2016 - Jul 2017 | < 1 |
| Unemployed | Toledo, OH | Jul 2016 - Oct 2016 | < 1 |
| Emmanuel Christian School | Toledo, OH | Jun 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MI
-
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
- Fixed fees (other than subscription fees)
- Commissions
- 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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