Steven Studebaker
Steven Studebaker is a registered investment advisor at LPL Financial LLC, based in Gastonia, NC, 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
3434 South New Hope Road, Suite B, Gastonia, NC, 28056
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2000Other Business Activities
Steven owns rental real estate through Danes Corp, dedicating minimal time. He also operates his LPL business under the DBA Morris Financial Services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.