Stephen Hever is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, 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
1330 Gemini Ave, Houston, TX, 77058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen operates JSC Financial Services as a DBA for his LPL business, dedicating his full time to it. He also operates JSC Federal Credit Union DBA Wellby Financial/Wellby Investment Services as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Farm Vp Management CORP.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations25 states
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