Steven Nartker
Steven Nartker is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 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
16870 W. Bernardo Dr Ste 260, San Diego, CA, 92127
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Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Steven owns multiple rental properties and is responsible for tenant screening, rent collection, and property maintenance for some. He is also an agent with Avantax Insurance Agency and/or Avantax Insurance Services and sells various annuity products, dedicating a few hours per week, and owns a CPA firm where he spends nearly full-time hours on tax preparation and planning.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Welton Street Investments LLCBroker
State Registrations6 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.