Stephen Kamnitsis
Stephen Kamnitsis is a registered investment advisor at LPL Financial LLC, based in Flemington, NJ, 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
56 Main St Ste 3C, Flemington, NJ, 08822
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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 is an insurance agent selling fixed annuities and some life insurance, dedicating a few hours per week. He also operates under the DBAs Beacon Financial and Beacon Financial Group for his LPL business, and is a partner/CFO at Adelphi Financial LLC, a tax preparation/accounting/CPA firm, spending about a quarter of his time there.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Investacorp, INC.Broker
State Registrations20 states
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