Steven Strum (CRD# 6395312) is an Investment Advisor Representative working at Lpl Financial LLC in Dixon, IL and has over 8 years of experience in the finance industry.
CRD# 4432620
Commonwealth Financial Network
CRD# 6461357
Raymond James & Associates, Inc.
CRD# 2451808
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Dixon, IL | Sep 2015 - Current | 8 |
| Nicklaus Financial Service, LLC | Dixon, IL | Sep 2014 - Current | 9 |
| Walmart Distribution Center | Sterling, IL | Oct 2008 - Nov 2014 | 6 |
| Family Video | Dixon, IL | Jun 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- IL
-
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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