Steven Parkinson
Steven Parkinson is a registered investment advisor at LPL Financial LLC, based in Franklin, MA, with 26 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
21 Main St, Franklin, MA, 02038
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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
Steven owns a rental condo in Plymouth, MA since 2005. He also operates under the DBAs Comprehensive Wealth Management and Comprehensive Wealth Planners at Dean Bank, dedicating a significant amount of time to these activities. Additionally, he is involved with non-variable insurance, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Patriot Financial Group, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations23 states
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