Stephen Repak
Stephen Repak is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 27 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7540 Matthews-Mint Hil Rd, Ste D, Charlotte, NC, 28227
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business Activities
Stephen operates his LPL business through Repak Financial Services, LLC, dedicating full-time hours to it. He also works as an author through Repak Enterprises, spending minimal time on it, and uses REPAK ENTERPRISES, LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Centermark Advisory Services, INC
Sunamerica Securities, INC.Broker
Edward JonesBroker
U.s.-Worldwide Financial Services, INC.Broker
State Registrations9 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.
Exams
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