John Stevens
John Stevens is a registered investment advisor at LPL Financial LLC, based in West Chester, 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
8194 Liberty Way, West Chester, OH, 45069
Get directionsHistory
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
John operates his LPL business through Stevens Investment Group, Inc. He is also an endorsed local provider for Dave Ramsey and sells property and casualty, term life, disability, and long-term care insurance through Stevens Insurance Agency, LLC, and Stevens Investment Group, Inc., dedicating a few hours per week to these insurance activities. Additionally, John is involved in real estate rental through Enterprise 22, LLC and Enterprise 21 LLC, dedicating about 10% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations50 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.