Stephen Iaconis
Stephen Iaconis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Birmingham, AL, with 24 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
246 Inverness Center Drive, Birmingham, AL, 35242
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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 distributes life, disability, long-term care, and fixed annuities through First Protective, Dixon Wells, and Crump, dedicating minimal time to each. He also works with Guardian/Ashford Advisors and The Ohlson Group Insurance Agency, and operates Financial Advice and Consulting, LLC as a DBA for his LPL business, spending full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Bridgeworth, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations15 states
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