Stephen Fuller
Stephen Fuller is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Longview, WA, 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
1516 Hudson, Ste 202, Longview, WA, 98632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen operates under the DBA Financial Strategies and engages in limited fixed insurance sales through Ash Brokerage, dedicating minimal time to this activity. He is also a board member for Fischer's Shopping Center Inc. and rents out a prior residence.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations19 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.