Steven Nartker
Steven Nartker is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 17 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
16870 W. Bernardo Dr Ste 260, San Diego, CA, 92127
Get directionsHistory
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
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.
Exams
More Advisors
- Joseph Stenovec, CFPLPL Financial LLC
- Scott BushLPL Financial LLC
- Joel Mattix, CFPLPL Financial LLC
- Thomas Wyckoff, CFA, CFPLPL Financial LLC
- Gregory Schill, CFPLPL Financial LLC
- Richard Plum, CFPLPL Financial LLC