Steven Bishopp is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 32 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
7481 E Broadway Blvd Ste 100, Tucson, AZ, 85710
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Regulatory History
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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Steven operates under SJI Financial Services and Arena-Quirt Financial as DBAs for his LPL business. He also uses SB Bishopp, Inc for tax/investment purposes and owns rental real estate. Arena-Quirt Financial takes about 10-20% of Steven's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ing Financial Advisers, LLC
Voya Financial Advisors, INC.
Ing Financial Advisers, LLCBroker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Investors Brokerage Services, INC.Broker
State Registrations25 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.