Steven Champagne
Steven Champagne is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, 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
305 Madison Avenue, Morristown, NJ, 07960
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
LPL Financial LLCBroker
Private Advisor Group, LLC
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.