Steven Dillhoff
Steven Dillhoff is a registered investment advisor at LPL Financial LLC, based in Dayton, OH, with 28 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
7026 Corporate Way Ste 100A, Dayton, OH, 45459
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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
Steven is involved in several business activities, including real estate rentals through Evets Properties LLC, Canyons Properties LLC, and other properties, and operating under the DBA Dillhoff Financial Services, LLC. He also works in tax preparation, accounting, and as a CPA, dedicating about a quarter of his time to this. Additionally, Steven sells non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations21 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.