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Steven Deckard

17 Years of Experience
Shamokin Dam, PA
BrokerSells Insurance

Steven Deckard is a registered investment advisor at LPL Financial LLC, based in Shamokin Dam, PA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Two 9th Ave, Shamokin Dam, PA, 17876

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven is involved in several outside business activities. These include selling fixed annuities through GBU Financial Life, serving as a non-profit board member for Mid Penn Management, operating Deckard Financial as a DBA for his LPL business, working for Deckard Sales LLC as a manufacturer's representative, and working with Axonic Insurance Services selling non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
October 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
October 2017 - Present · 8 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
May 2015 - October 2017 · 2 yrs 5 mos
MML Investors Services, LLCBroker
October 2014 - October 2017 · 3 yrs
Metlife Securities INC.Broker
February 2009 - October 2014 · 5 yrs 8 mos
State Registrations8 states
DEFLILNJOHPATXWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Steven Deckard - Financial Advisor | TrueAdvisor