Steven Offill
Steven Offill is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Sebastian, FL, with 22 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
580 Cross Creek Cir, Sebastian, FL, 32958
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2006Other Business Activities
Steven owns OFG Properties, LLC, a real estate rental business, since 2005, but dedicates no time to it. He also provides investment advisory services through Princeton Center Planning And Investments, LLC, spending minimal time on this activity, and performs tax preparation/accounting, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Princeton Center Planning and Investments, LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Signator Investors, INC.Broker
Usallianz Securities, INC.Broker
State Registrations2 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.