Steven Adamson
Steven Adamson is a registered investment advisor at LPL Financial LLC, based in Olathe, KS, 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
13095 S. Mur-Len Rd. Suite 100, Olathe, KS, 66062
Get directionsHistory
Regulatory History (2)
Regulatory
January 2014Regulatory
November 2013Other Business ActivitiesSells Insurance
Steven operates his LPL business through Compass Financial Resources, LLC, dedicating nearly full-time hours to it. He also sells non-variable insurance through Financial Markets, Inc., spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ameritime, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.