Jeffrey Alan Buchbinder

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2020-06-09

MA RA
APPROVED

Since 2020-06-09

Branch Locations

201 Washington St Ste 300, Boston, MA 02108 • United States

Needham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)	Boston	MA	07/2003	Present

07/2003 → Present

Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)

Boston, MA

Other Businesses

1. 5/20/2020 - BFI - Not Investment Related - Home Based & 4600 Madison Ave., Suite 1200, Kansas City, MO 64112 - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 0 Hours Per Month.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-11-17

S63 Uniform Securities Agent State Law Examination

1998-11-17

Designations

Chartered Financial Analyst

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

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