Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Carlile is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, Texas. Jeff has been in the financial services industry for 20 years, working with individuals, families and businesses. Jeff is registered with the Securities and Exchange Commission (SEC) and has the Series 7 and Series 66 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
04/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
TX
07/26/2012 - 05/16/2022
LPL FINANCIAL LLC (PLAINVIEW TX)
TX
05/14/2008 - 07/24/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ABILENE TX)
TX
06/01/2007 - 05/14/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LUBBOCK TX)
NY
02/28/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Carlile is the right advisor for you? Invested Better is here to help.
