Stephen Park (CRD# 6985789) is an Investment Advisor Representative working at Lpl Financial LLC in Upper Saddle River, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Upper Saddle River, NJ | Mar 2022 - Current | 2 |
| Randy Neumann & Associates, Inc. | Upper Saddle River, NJ | Mar 2022 - Current | 2 |
| Lpl Financial LLC | Saddle River, NJ | Nov 2021 - Current | 2 |
| Bofa Securities, Inc. | New York, NY | May 2019 - Oct 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jul 2018 - May 2019 | < 1 |
| Columbus Hill Capital Management | Short Hills, NJ | Mar 2018 - Apr 2018 | < 1 |
| Meru Capital Group | New York, NY | Nov 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NJ
- TX
-
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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