Steven Aiken
Steven Aiken is a registered investment advisor at LPL Financial LLC, based in Littleton, NH, with 24 years of industry experience. Steven 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
260 Cottage St Ste D, Littleton, NH, 03561
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Steven co-owns rental properties through Bydand Property Management LLC and is a Select Board Member for the Town of Meredith. He also engages in fixed insurance sales and co-owns Aiken Financial Planning, LLC, dedicating nearly all of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Quest Capital Strategies, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations6 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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