James Stovall is a registered investment advisor at LPL Financial LLC, based in Shelby, MI, with 27 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
242 N Michigan Ave, Shelby, MI, 49455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates SSB Financial Services and Parallel Wealth Advisors as DBAs for his LPL business, dedicating full-time hours to Parallel Wealth Advisors. He also owns Northpointe Storage Solutions, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
The Huntington Investment CompanyBroker
Pruco Securities CorporationBroker
State Registrations8 states
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