Steven Lone
Steven Lone is a CFA-designated registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 36 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034
Get directionsHistory
Regulatory History (1)
Regulatory
October 1995Other Business ActivitiesSells Insurance
Steven operates under the DBA America Group Retirement Strategy Centers since 2009 and Hollander, Lone & Maxbauer, LLC and Hollander & Lone, LLC since 2022, all related to his LPL business. Since 2010, Steven also places non-variable life and fixed annuities for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Veravest Investments, INC.Broker
Olde Discount CorporationBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations21 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.