Steven Studebaker
Steven Studebaker is a registered investment advisor at LPL Financial LLC, based in Gastonia, NC, with 32 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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