Steve Ferre
Steve Ferre is a registered investment advisor at LPL Financial LLC, based in Clarksville, TN, with 35 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
128 N 2nd St. Suite 207, Clarksville, TN, 37040
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Steve is the owner of Cadence Financial Group, a non-variable insurance DBA, dedicating about 10-20% of his time to it. He also operates under the DBA Cadence Private Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.Broker
State Registrations19 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.