SB
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Steven Blanton

11 Years of Experience
Spartanburg, SC
Broker

Steven Blanton is a registered investment advisor at LPL Financial LLC, based in Spartanburg, SC, with 11 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

390 E Henry St Ste 203, Spartanburg, SC, 29302

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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 Activities

Steven is a partner at Elliott & Painter, LLP, providing tax preparation, accounting, and CPA services, dedicating nearly full-time hours to this role. He is also an LLC member involved in real estate rental, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Avantax Advisory Services
January 2015 - July 2022 · 7 yrs 6 mos
Avantax Investment Services, INC.Broker
October 2014 - December 2020 · 6 yrs 2 mos
State Registrations1 state
SC
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.