Stephen Stackhouse
Stephen Stackhouse is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hummelstown, PA, with 29 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
187 Hershey Rd, Hummelstown, PA, 17036
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business Activities
Stephen operates under two DBAs for his LPL business: Stackhouse Planning, Inc. and Hershey Retirement Solutions.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
The Advisors Group, INC.Broker
First Maryland Brokerage CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations34 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.