Steven Mctaggart
Steven Mctaggart is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 22 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
1401 South Florida Avenue, Lakeland, FL, 33803
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2005Other Business ActivitiesSells Insurance
Steven is involved in several outside business activities, including real estate rentals through 4H4 Investment, LLC and Plutus Investments, LLC, and a moving and storage business (DSZ Group, Inc). He also dedicates minimal time to non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 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
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