Steven Lakso
Steven Lakso is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anaheim, CA, with 24 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2300 E Katella Ave Ste 400, Anaheim, CA, 92806-6049
Get directionsHistory
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
Steven operates under the DBA Benchmark Wealth Management for his LPL business, dedicating about a quarter of his time to it. He is also a life insurance agent with Producers Choice Network, representing fixed and fixed index insurance solutions, which takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 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
More Advisors
- Jack Biedebach, CFPLPL Financial LLC
- Robert RojanoLPL Financial LLC
- Jose RosalesLPL Financial LLC
- Mark PoitrasLPL Financial LLC
- Kristen Bossche, CFPLPL Financial LLC
- Stephen Andrusky, CFPLPL Financial LLC