Jeffrey Thatcher
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Endicott, NY 13760
Credentials
Series 63, Series 65
Industry experience
36 years
About
Jeffrey Thatcher is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2005 and also leads Visions Analysis LLC. Outside of his advisory work, he serves as a board member for ProCu, a credit union educational nonprofit. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions, including model-portfolio advisory programs and third-party asset management, supported by an in-house research team.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
24 Mckinley Ave
Endicott, NY 13760
Most active in
Jeffrey T has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Visions Analysis LLC
2017 - Present (9 years)
Lpl Financial, Llc
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Lynn P
Series 65
Binghamton, NY
Alpha Zero LLC
Gregory L
Series 66
Vestal, NY
Lesko Securities Inc.
Emil B
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Alex I
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Bradley E
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Hannah B
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
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