Darin
Stevens

Lpl Financial LLC

CRD#4051859
Investment Advisor
in Atlanta, GA
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About this Advisor

Darin Stevens is a certified financial planner who is based in Atlanta, Georgia. Currently a registered investment advisor at Lpl Financial LLC, Stevens has 18 years of professional experience. Stevens holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Stevens can operate based out of Alabama, Arkansas, California, Colorado, Georgia, Indiana, Maine, Maryland, Mississippi, North Carolina, Ohio, Pennsylvania, Texas, Washington, South Carolina and Arizona. Their career trajectory has included roles at Blue Water Asset Management, Royal Alliance Associates, Inc, Sugarloaf Wealth Management, LLC, Invest Financial Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in Atlanta, Georgia, and operates out of 8,011 offices in the United States. In aggregate, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC offers 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

Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

1954 Airport Rd Ste 128
Atlanta, GA 30341

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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

Darin Stevens Work History

Darin has 18 years of experience.

2018 - Present (1 year)

Blue Water Asset Management

2018 - Present (1 year)

Lpl Financial LLC

2009 - Present (10 years)

Invest Financial Corporation

2007 - 2009 (2 years)

Sugarloaf Wealth Management, LLC

2000 - 2009 (9 years)

Royal Alliance Associates, Inc

Disclosures

Darin Stevens has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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