Stephen Skokos, financial advisor Saint George UT
90 score

Stephen Skokos

CRD Number: 6026326
Current Firm: Lpl Financial LLC

Stephen Skokos (CRD# 6026326) is an Investment Advisor Representative working at Lpl Financial LLC in Saint George, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Cedar City, UT Feb 2012 - Current 4
Mountain America Credit Union Midvale, UT Jun 2008 - Feb 2012 3
The Church Of Jesus Christ Of Latter Day Saints Auckland, Apr 2006 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Stephen W. Skokos
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
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
90
Clean Record
This advisor has a clean track record with regulators.

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