Jeremy Rufener, financial advisor Warren IN
93 score

Jeremy Rufener

CRD Number: 4497713
Current Firm: Lpl Financial LLC

Jeremy Rufener (CRD# 4497713) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Warren, IN Dec 2015 - Current 1
Edward Jones St. Louis, MO Jun 2010 - Dec 2015 5
Huntington University Huntington, IN Aug 2004 - Jun 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Jeremy J. Rufener
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IN
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
93
Clean Record
This advisor has a clean track record with regulators.

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