Rf Steele is a registered investment advisor at LPL Financial LLC, based in Chester, VA, with 30 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
4331 Old Hundred Rd, Chester, VA, 23831
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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 ActivitiesSells Insurance
Rf co-owns Goose Creek LLC (real estate rental) and Steele Properties, LLC (hunting property). He is also the President and licensed agent for Appomattox Insurance and Financial Services, and spends nearly full-time on Appomattox Wealth Management INC, a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
State Registrations39 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.