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Jeffrey D Wilcox is a financial advisor professional located in Temperance, MI. They specialize in financial advisory. With over 9 years of experience, they bring deep expertise to every client.
Jeffrey D Wilcox - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey D Wilcox operates as a financial advisor in Temperance, Michigan, through LPL Financial LLC. With 9 years in the financial services industry, Wilcox holds a FINRA CRD registration, which governs his practice and compliance standards. LPL Financial is one of the largest independent broker-dealers in the United States, providing support and infrastructure for financial professionals. Wilcox works with clients seeking guidance on financial planning and investment matters within the regulatory framework established by FINRA oversight.
Jeffrey D Wilcox's FINRA CRD (Central Registration Depository) registration indicates he is registered with the Financial Industry Regulatory Authority and operates under their oversight. This registration is required for financial professionals who provide investment advice or manage client accounts. FINRA CRD registration signals that Wilcox has met baseline qualifications, passed required examinations, and is subject to ongoing compliance monitoring and regulatory standards. This registration protects investors by ensuring advisors operate within established rules and are held accountable to industry regulatory bodies.