Steven Hellon
Steven Hellon is a registered investment advisor at LPL Financial LLC, based in Blue Springs, MO, with 37 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
1200 NW South Outer Rd, Ste 222, Blue Springs, MO, 64015
Get directionsHistory
Regulatory History (1)
Criminal
September 1983Other Business ActivitiesSells Insurance
Steven is involved with RDSH, LLC for tax/investment purposes, PCG Wealth Management as a DBA for LPL business, and several entities (Millennium Brokerage Group, Insurance Partners, TruChoice Financial Group LLC) as a non-variable insurance agent. He dedicates minimal time to his insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.Broker
State Registrations13 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.