SF
ChFC
SF
ChFC

Stephen Fuhrer

38 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Stephen Fuhrer is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1360 Old Freeport Rd, Ste 2B, Pittsburgh, PA, 15238

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stephen is the owner of Fuhrer's Inc., an insurance agency, dedicating about a quarter of his time to it. He is also involved in real estate rental through Springhouse Investments, LLC, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
March 2023 - Present · 3 yrs 2 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Harvest Financial Corporation
May 2016 - April 2023 · 6 yrs 11 mos
Dibiase & Ruscetti Associates, INC.
December 2007 - July 2016 · 8 yrs 7 mos
Manequity, INC.Broker
April 1994 - December 1995 · 1 yr 8 mos
Harvest Financial CorporationBroker
September 1987 - April 2023 · 35 yrs 7 mos
State Registrations28 states
AZCACODEFLGAHIIAILINKSMDMEMIMNMONCNJNYOHOKPASCTNTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.