Daniel Stevens is a registered investment advisor at LPL Financial LLC, based in Berkeley Springs, WV, with 13 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
101 South Washington St, Berkeley Springs, WV, 25411
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a musician, dedicating minimal time to this pursuit. He also works at CNB Wealth Advisors and CNB Bank, Inc., spending about half his time at each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Nationwide Securities, LLCBroker
State Registrations5 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.