Stephen Dillender
Stephen Dillender is a registered investment advisor at LPL Financial LLC, based in Rock Island, IL, 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
2100 18th Ave Ste 3, Rock Island, IL, 61201
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Regulatory History (1)
Customer Dispute
February 2019Other Business Activities
Stephen operates Dillender Financial as a DBA for his LPL business since 2010. He also coaches baseball teams as a business owner, dedicating about 10% of his time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations11 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.