Bryan Stebel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Encinitas, CA, 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
851 S Vulcan Ave, Encinitas, CA, 92024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan operates Stebel Financial Group LLC and ETI as DBAs for his LPL business, dedicating full-time and about a third of his time respectively. He also co-owns San Diego Asset Management and owns San Diego Financial Group, both real estate rental businesses, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ba Investment Services, INC.Broker
Rickel & Associates, INC.Broker
Cruttenden Roth IncorporatedBroker
Ras Securities CORP.Broker
Dickinson & CO.Broker
State Registrations13 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.