Stephen Campbell
Stephen Campbell is a registered investment advisor at LPL Financial LLC, based in Fishersville, VA, 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
Fishersville, VA
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Regulatory History (1)
Regulatory
March 1993Other Business ActivitiesSells Insurance
Stephen is involved in several real estate rental properties and operates his LPL business through Cornerstone Wealth Advisor Group, dedicating full-time hours to it. He is also an insurance agent selling non-variable insurance through Advisors Excel, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Reliastar Financial Marketing CORP.Broker
State Registrations16 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.