Stephen Birbiglia
Stephen Birbiglia is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, 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
1055 Lpl Way, Fort Mill, SC, 29715
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Stephen operates Brighton Financial as a DBA for his LPL business since 1989. He also works as an agent selling term and universal life insurance through CRUMP since 1995, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
North Ridge Securities CORP.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Signator Investors, INC.Broker
North Ridge Securities CORP.Broker
Westco Investment CORP.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations9 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.