SF
SF

Steven Furjanic

22 Years of Experience
Fairview Park, OH
Broker

Steven Furjanic is a registered investment advisor at LPL Financial LLC, based in Fairview Park, OH, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

21800 Lorain Rd, Fairview Park, OH, 44126

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Steven works as a scoreboard operator at Cleveland State University since 1989. He also spends about half his time at TA-Check Financial doing tax preparation/accounting/CPA work and DBA for LPL business.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Sii Investments, INC.
December 2009 - February 2018 · 8 yrs 2 mos
Sii Investments, INC.Broker
August 2007 - February 2018 · 10 yrs 6 mos
Fsc Securities CorporationBroker
March 2004 - August 2007 · 3 yrs 5 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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
No exam information available for this advisor.