Steven Leshner
Steven Leshner is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Pipersville, PA, with 46 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
Pipersville, PA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed annuities, term life, long-term care, disability income, and universal life insurance. He also provides investment advisory services through Private Advisor Group, spending about two-thirds of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations13 states
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