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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Corey Prichard is a financial advisor with over 20 years of experience in the industry. Jeff is a registered representative and investment advisor representative with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Jeff's previous experience includes positions at Global Atlantic Distributors, LLC, Motif Investing, Inc., Pacific Select Distributors, Inc., and W. S. Griffith & Co., Inc. Jeff holds several professional licenses and certifications, including the Series 7, Series 63, and Series 65. Jeff has been recognized for his expertise in financial planning, portfolio management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/09/2020 - Present
LPL Financial LLC (CARDIFF CA)
CT
05/06/2016 - 01/16/2020
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
CA
02/17/2015 - 11/02/2015
MOTIF INVESTING, INC. (SAN MATEO CA)
CA
10/20/2000 - 09/15/2014
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CT
04/11/2000 - 11/08/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 02/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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