Steven Wilkerson
Steven Wilkerson is a registered investment advisor at LPL Financial LLC, based in Broken Arrow, OK, with 41 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8404 S 8th Street, Broken Arrow, OK, 74011
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2001Criminal
October 1981Other Business Activities
Steven operates his LPL business under the DBA Choice Financial Services, LLC since 2009. He also acts in a fiduciary capacity for the Steven R Wilkerson Trust, established in 2003, but spends no time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Fitzgerald, Dearman & Roberts, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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