Sean O'connor is a registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 6 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
9 Lake Bellevue Dr Ste 108, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean operates Stabler Wealth Management as a DBA for his LPL business since 2017. This activity is investment-related and takes up all of Sean's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Russell Investments Financial Services, LLCBroker
Scotia Capital (USA) INC.Broker
State Registrations1 state
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