Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Batutis is a certified financial planner operating in San Diego, California, who has been in the advisory business for 19 years. Batutis currently works for Lpl Financial LLC. The advisor has gained experience at Steven C. Batutis, Cpa, Eisi, Presidential Brokerage, Inc, Msi Financial Services, In and Lpl Financial. Batutis maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Lpl Financial LLC is a financial advisory business that has its headquarters in San Diego, California. The firm has offices in 8,011 locations and a total of 22,703 advisors. It handles $153 billion in total assets among its 680,466 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm performs 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. Financial management fees are based on which service is offered. However, fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Steven Batutis Work History
Steven has 19 years of experience.
Presidential Brokerage, Inc
Msi Financial Services, In
Steven C. Batutis, Cpa
Steven Batutis has no disclosures.
Please visit their SEC profile for more details.