Stephen Aquilino
Stephen Aquilino is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, 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
477 Viking Drive, Suite 405, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (4)
Regulatory
July 2011Regulatory
August 2010Customer Dispute
January 2010Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Stephen works as an insurance agent, selling fixed annuities and life insurance since 2000. This activity requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Advantage Capital CorporationBroker
State Registrations22 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.