Jill StephensonCRD Number: 1333840
Current Firm: Lpl Financial LLC
Jill Stephenson (CRD# 1333840) is an Investment Advisor Representative working at Lpl Financial LLC in Huntsville, AL and has over 31 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Oak Tree Financial Services, LLC||Huntsville, AL||Mar 2015 - Current||2|
|Lpl Financial||Hunstville, AL||Jul 2011 - Current||6|
|Wells Fargo Advisors Financial Network, LLC||Huntsville, AL||May 2009 - Jul 2011||2|
|Self||Huntsville, AL||Aug 2008 - May 2009||< 1|
|Metlife Securities||Huntsville, AL||Apr 2008 - Aug 2008||< 1|
|Self||Huntsville, AL||Feb 2008 - Apr 2008||< 1|
|Citigroup Global Markets Inc.||Huntsville, AL||Feb 2006 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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