Lpl Financial LLC
About this Advisor
Steven Vansky is a financial advisor working out of Aurora, Colorado, who has 24 years of work experience. Vansky is an employee of Lpl Financial LLC. Over the course of their career, they have held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Investment Planning Center. Vansky has a Series 63 license, qualifying them as a securities broker, and is registered to operate in Colorado and Texas. Lpl Financial LLC is an advisory business based out of Aurora, Colorado. The firm has offices in 9,898 locations and a total of 28,744 people on staff. It handles $404 billion in assets across its 1,517,995 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC offers 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 vary depending on which services the firm provides the client. Fees billed by Lpl Financial LLC may include some blend of 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
Steven Vansky Work History
Steven has 24 years of experience.
Investment Planning Center
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Steven Vansky has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Lake Mary, FL
New York, NY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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