John Stephens
John Stephens is a registered investment advisor at LPL Financial LLC, based in Manahawkin, NJ, with 14 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
703 Mill Creek Rd Ste A1, Manahawkin, NJ, 08050
Get directionsHistory
Regulatory History (1)
Criminal
January 2006Other Business Activities
John operates Shoreline Wealth Management, LLC as a DBA for his LPL business since 2021. He also owns rental real estate property since 2020.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations23 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.
Exams
More Advisors
- Bruce Linger, CFPOsaic Wealth, INC.