Lpl Financial LLC
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About this Advisor
Stephen Clark is a financial advisor working in Pottstown, Pennsylvania, who has 8 years of relevant experience. Clark currently works for Lpl Financial LLC. Their career trajectory has included roles at Cuso Financial Services, Lp, Diamond Credit Union, Pennsylvania State University, Lpl Financial LLC and Pfg Advisors. Clark holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arizona, Delaware, Georgia, New Jersey, Ohio, Pennsylvania and South Carolina. Lpl Financial LLC is a business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs 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 management fees depend on the services. However, fee types billed by Lpl Financial LLC can include some 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 Clark Work History
Stephen has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Diamond Credit Union
Cuso Financial Services, Lp
Pennsylvania State University
*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 Clark 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
Arlington Heights, IL
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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