Stephanie Bracken
Stephanie Bracken is a CFP-designated registered investment advisor at LPL Financial LLC, based in Export, PA, with 1 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
4000 Triangle Lane #200, Export, PA, 15632
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Regulatory History
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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Stephanie operates under several DBAs for her LPL business, including Yeckley, Tantlinger, & Subich Wealth Management, The Good Life Companies, YTS Wealth Management, and Your Total Solution Wealth Management LLC. These activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
State Registrations2 states
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