Donna Stevenson
Donna Stevenson is a registered investment advisor at LPL Financial LLC, based in Copperopolis, CA, 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
111 Town Square Rd, Suite A, Copperopolis, CA, 95228
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Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Donna is associated with two businesses: D. Kirkland Enterprises, Inc. since 2000, where she has a 1% stake, and Stevenson Wealth Management since 2012, where she spends about 90% of her time. Both businesses are investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Pacific West Securities, INC.Broker
Sentra Securities CorporationBroker
Laguna Securities, INC.Broker
State Registrations8 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.