Steve
Dunstone

Lpl Financial LLC

CRD#1276330
Investment Advisor
in San Diego, CA

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About this Advisor

Steve Dunstone is a financial advisor working out of San Diego, California with a total of 14 years of industry experience. Dunstone currently works for Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial and Uvest Financial Services Inc. Dunstone holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in California. Lpl Financial LLC is an advisory business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets across its 1,688,501 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC provides a number of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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
  • Other

Steve Dunstone Work History

Steve has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Lpl Financial

2009 - Present (15 years)

Uvest Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steve Dunstone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jordan Hopp
Waukesha, WI
John Molinelli
Trenton, NJ
Kristi Johnson
Fort Mill, SC
Gary Mesko
Sarasota, FL
Stephen Martin
Birmingham, AL
Zakaria Fourari
Safety Harbor, FL
Thomas Mercer
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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