Steven Voorhees
Steven Voorhees is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 19 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
3507 Wedgewood Lane, The Villages, FL, 32162
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Regulatory History (1)
Customer Dispute
May 2018Other Business Activities
Steven operates Momentum Wealth as a DBA for his LPL business, dedicating nearly full-time hours to it. He also spends minimal time as a Notary in Florida and is associated with Caert van Voorhees LLC for tax/investment purposes, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations22 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.