Stephen De Jong (CRD# 7449687) is an Investment Advisor Representative working at Lpl Financial LLC in Alma, MI and has 1 year of experience in the finance industry.
CRD# 4876348
Stifel, Nicolaus & Company, Incorporated
CRD# 3135735
Cetera Investment Advisers LLC
CRD# 6270148
Independent Advisor Alliance, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dlp Financial Partners | Alma, MI | Oct 2021 - Current | 2 |
Lpl Financial LLC | Alma, MI | Oct 2021 - Current | 2 |
Alma Bolt Company | Alma, MI | Jul 2020 - Oct 2021 | 1 |
Unemployed | Alma, MI | May 2020 - Jul 2020 | < 1 |
Gratiot Community Credit Union | Alma, MI | Aug 2018 - May 2020 | 1 |
Cedarville University | Cedarville, OH | Aug 2014 - May 2018 | 3 |
Security Septic Tanks | Alma, MI | May 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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