Stephanie Stano is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 25 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
Greenwood Village, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie maintains two rental properties, dedicating minimal time to one and about 1% of her time to the other. She also works with Western Wealth Advisors, Western Wealth Benefits, G&W Wealth Management, and NOVA Financial Solutions, spending about half her time with NOVA Financial Solutions and its 401(k) and retirement consulting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lockton Financial Advisors, LLCBroker
Lockton Investment Advisors, LLC
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations4 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.