Stephen Dillender
Stephen Dillender is a registered investment advisor at LPL Financial LLC, based in Rock Island, IL, with 26 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
2100 18th Ave Ste 3, Rock Island, IL, 61201
Get directionsHistory
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 LLCBroker
LPL Financial LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations12 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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