Stephen Skokos
Stephen Skokos is a registered investment advisor at LPL Financial LLC, based in St George, UT, with 14 years of industry experience. Stephen 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
883 N 3050 East, St George, UT, 84790
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Stephen is an insurance agent for Mountain America Insurance Services, selling non-variable insurance products since 2012, dedicating a few hours per week. He also operates under the DBA Mountain America Investment Services for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations18 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
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