Steven
Batutis

Lpl Financial LLC

CRD#4229583
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

19 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

Disclosures

No

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

Steven Batutis Work History

Steven has 19 years of experience.

2016 - Present (3 years)

Lpl Financial

2012 - 2012 (0 years)

Presidential Brokerage, Inc

2012 - 2016 (4 years)

Msi Financial Services, In

2004 - 2011 (7 years)

Eisi

1999 - 2011 (12 years)

Steven C. Batutis, Cpa

Disclosures

Steven Batutis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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