Gregory Stephens is a registered investment advisor at LPL Financial LLC, based in San Angelo, TX, with 17 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
3505 Wildewood Dr., San Angelo, TX, 76904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates Stephens Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also spends minimal time per month on Bundrant Family Farm and is involved with Chaves County Abstract and Pioneer Abstract.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations5 states
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