Stephen Seo, financial advisor Los Angeles CA

Stephen Seo

CRD Number: 5766720
Current Firm: L & S Advisors, Inc.

Stephen Seo (CRD# 5766720) is an Investment Advisor Representative working at L & S Advisors, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Los Angeles CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Professional Designations
Company Name Location Dates Years
L&s Advisors, Inc. Los Angeles, CA Feb 2023 - Current 1
Rvw Wealth, LLC Los Angeles, CA Aug 2015 - Feb 2023 7
J.p. Morgan Securities LLC Los Angeles, CA May 2013 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Stephen S. Seo
Phone Number: 310-893-6060
Firm Website: http://www.lsadvisor.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    831
    MILLIONS
  • Total Number of Accounts
    1,365
    ACCOUNTS
  • Average Account Value
    $608,442
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, LA, NC, NJ, NM, NV, NY, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Stephen Seo and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.