Lpl Financial LLC
About this Advisor
Donna Stevenson is a financial advisor operating in Copperopolis, California, with 10 years of experience as a financial advisor. Stevenson is currently employed by Lpl Financial LLC. During their career, Stevenson has held roles at Independent Financial Group LLC and Lpl Financial LLC. Stevenson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Lpl Financial LLC is an advisory business that has its headquarters in Copperopolis, California. It has offices in 9,898 locations and a total of 28,744 people on staff. It handles $404 billion in total assets between its 1,517,995 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules vary depending on the type of financial services. However, fee types billed by Lpl Financial LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donna Stevenson Work History
Donna has 10 years of experience.
Lpl Financial LLC
Independent Financial Group LLC
Donna Stevenson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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