Stephen
Mayer

Lpl Financial LLC

CRD#6107419
Investment Advisor
in Saint Louis, MO

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About this Advisor

Stephen Mayer is a certified financial planner based in Saint Louis, Missouri, who has 2 years of relevant experience. Mayer currently works for Lpl Financial LLC. The advisor has gained experience at Edward Jones, Lpl Financial, LLC, Cetera Advisor Networks LLC and Lpl Financial. Mayer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Missouri. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets under management among its 1,688,501 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has 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. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Office Location

4931 Lindell Blvd. Ste 150
Saint Louis, MO 63108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MO Average: $646,059,043
Total Number of Employees

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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

Stephen Mayer Work History

Stephen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial

2017 - 2021 (4 years)

Cetera Advisor Networks LLC

2016 - 2017 (1 year)

Lpl Financial, LLC

2012 - 2016 (4 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Mayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Thomas Mcbride
Grand Rapids, MN
David Capitan
Hinsdale, IL
Philip Matherly
Fort Mill, SC
Jacob Wilson
Frisco, TX
Karla Ukman
Fenton, MO
John Noone
Bedford, MA
Ralph Shute
Richmond, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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