Steven Lyons is a registered investment advisor at LPL Financial LLC, based in Hope, NJ, with 18 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
1301 Hope Bridgeville Rd, Hope, NJ, 07844
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Regulatory History (1)
Customer Dispute
November 2020Other Business Activities
Steven uses First Hope Wealth Management as a DBA for his LPL business since 2022. This activity is investment-related and occurs at reported business locations.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations18 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.