Darin Stevens
Darin Stevens is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brookhaven, GA, 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
Brookhaven, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2020Criminal
May 1999Other Business Activities
Darin operates under two DBAs for his LPL business: Advisors Southeastern Alliance Inc. since 2011, taking a few hours per week, and Elevated Wealth Partners, LLC since 2022, dedicating minimal time. These activities are investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Blue Water Asset Management
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 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.