Bryan Stebel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Encinitas, CA, with 31 years of industry experience. Bryan 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
851 S Vulcan Ave, Encinitas, CA, 92024
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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.
Learn about disclosures →Other Business Activities
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 Registrations15 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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