Steven
Vansky
Lpl Financial LLC
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About this Advisor
Steven Vansky is a financial advisor based in Aurora, Colorado, with a total of 22 years of financial industry experience. Vansky is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Investment Planning Center. Vansky holds a Series 63 license, certifying them as a securities broker, and is able to advise clients in Colorado and Texas. Lpl Financial LLC is a company that has its headquarters in Aurora, Colorado. It has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in assets between its 892,326 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC has a number 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$207,793,164,246
23,035
892,326
$232,867
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
- Other
Steven Vansky Work History
Steven has 22 years of experience.
Investment Planning Center
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Steven Vansky has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.