Lpl Financial LLC
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About this Advisor
Steve Pakroo is an advisor whose office is in Carlsbad, California. Currently a registered advisor with Lpl Financial LLC, they have accrued a notable 21 years of professional experience as a financial advisor. Pakroo has a Series 63 license, qualifying them as a securities agent. Pakroo is registered to act as an advisor based out of California. Their career trajectory has included roles at Lpl Financial LLC, Invest Financial Corp and San Diego National Bank. Lpl Financial LLC is headquartered in Carlsbad, California, and operates out of 8,011 offices in the country. In total, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer 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. The firm's fees may include 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
Steve Pakroo Work History
Steve has 21 years of experience.
Lpl Financial LLC
Invest Financial Corp
San Diego National Bank
Steve Pakroo has no disclosures.
Please visit their SEC profile for more details.
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