Steven Champagne
Steven Champagne is a registered investment advisor at Private Advisor Group, LLC, based in Sevierville, TN, with 26 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
103 Commerce St, Sevierville, TN, 37862
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2019Customer Dispute
October 2018Customer Dispute
November 2016Customer Dispute
June 2010Customer Dispute
March 2010Other Business Activities
Steven operates under Capital Wealth Counsel as a DBA for his LPL business and Private Advisor Group. He dedicates nearly full-time to these investment-related activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations9 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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