Lpl Financial LLC
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About this Advisor
Stephen Abbott is a financial advisor based out of Farmingville, New York with 1 year of industry experience. Abbott works at Lpl Financial LLC. Throughout their career, they have worked at Cuna Mutual Group, Cuna Brokerage Services, Inc and Lpl Financial LLC. Abbott maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in New York. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in total assets among its 1,688,501 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. 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. A financial advisor's fee schedules typically depend on which service is offered. However, fees billed by Lpl Financial LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Stephen Abbott Work History
Stephen has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
*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.
Please visit the SEC profile of Stephen Abbott 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
Fort Mill, SC
The Villages, FL
Corpus Christi, TX
Sea Girt, NJ
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 firstname.lastname@example.org.
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