Steven Fairchild
Steven Fairchild is a CFP-designated registered investment advisor at LPL Financial LLC, based in Folsom, CA, with 48 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
193 Blue Ravine Rd Ste 130, Folsom, CA, 95630
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2020Customer Dispute
July 2013Customer Dispute
February 1996Other Business ActivitiesSells Insurance
Steven is the president and owner of Fairchild Financial Advisors, Inc., where he offers non-variable insurance products (Life, LTC). He also owns rental real estate and dedicates about a quarter of his time providing investment advisory services through Fairchild Financial Advisors, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fairchild Financial Advisors, INC.
Previous Registrations
Fairchild Financial Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.Broker
Financial Planners Equity CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
State Registrations19 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.