Steven Elder is a registered investment advisor at LPL Financial LLC, based in Centralia, WA, with 31 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
Centralia, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven operates Fox and Bull Wealth Strategies as a DBA for his LPL business since 2021. This investment-related activity takes up nearly all of Steven's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Pacific Select Distributors, LLCBroker
Guardian Investor Services LLCBroker
Federated Securities CORP.Broker
American Funds Distributors, INC.Broker
Dickinson & CO.Broker
J. W. Gant & Associates, INC.Broker
State Registrations6 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.