Stephen Clark, financial advisor Birdsboro PA
88 score

Stephen Clark

CRD Number: 6276872
Current Firm: Lpl Financial LLC

Stephen Clark (CRD# 6276872) is an Investment Advisor Representative working at Lpl Financial LLC in Birdsboro, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Pottstown, PA Apr 2015 - Current 1
Diamond Credit Union Pottstown, PA Dec 2013 - Current 3
Cuso Financial Services, LP San Diego, CA Dec 2013 - Mar 2015 1
Pennsylvania State University State College, PA Aug 2010 - May 2014 3
Owen J. Roberts High School Pottstown, PA Sep 2006 - Aug 2010 3
Owen J. Roberts Middle School Pottstown, PA Sep 2004 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Stephen T. Clark
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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