Stephen Metzger is a registered investment advisor at LPL Financial LLC, based in Annapolis, MD, with 10 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
1410 Forest Dr Ste 30, Clock Tower Place, Annapolis, MD, 21403-1446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen operates his LPL business under the name Blue Heron Financial Group. He also works as a notary and teaches at Anne Arundel County Public Schools nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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