MS
CFP
MS
CFP

Marion Paxson Steward

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1790 38th St Ste 101, Boulder, CO, 80301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marion is involved in several outside business activities. She sells non-variable insurance (about 10-20% of her time), manages an educational scholarship program (minimal time), and charges a fee for educational seminars (minimal time). Marion also owns a vacation rental condo in Hawaii (a few hours per week) and operates her LPL business through Financial Steward Associates LLC (more than full-time).

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 11 mos
Financial Steward Associates, LLC
April 2001 - Present · 24 yrs 10 mos
LPL Financial LLCBroker
October 2000 - Present · 25 yrs 4 mos
Previous Registrations
LPL Financial LLC
October 2000 - August 2022 · 21 yrs 10 mos
Foothill Securities, INC.Broker
September 1998 - October 2000 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
October 1996 - September 1998 · 1 yr 11 mos
State Registrations25 states
AKALARAZCACOCTDCFLIDILINKSLAMIMOMTNENMORPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.