Stephen Mckee
Stephen Mckee is a registered investment advisor at LPL Financial LLC, based in Valencia, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
25375 Orchard Village Road #105, Valencia, CA, 91355
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2001Customer Dispute
March 1993Regulatory
April 1990Other Business Activities
Stephen is an attorney admitted to the California State Bar since 1974, dedicating about half his time to McKee Law Offices providing legal services. He also acts in a fiduciary capacity for his aunt and beneficiaries of two irrevocable trusts, and spends about 10-20% of his time on tax preparation through McKee Financial Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations18 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.