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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mark Stackhouse is a financial advisor registered with LPL Financial LLC. Stephen has been in the industry since June 1996 and has been with LPL Financial since April 2011. Stephen specializes in providing financial planning, portfolio management and other advisory services for individuals and businesses. Stephen is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
04/20/2011 - Present
LPL Financial LLC (HUMMELSTOWN PA)
PA
01/04/1999 - 04/27/2011
NATIONAL PLANNING CORPORATION (HERSHEY PA)
MD
09/14/1998 - 01/04/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
MD
12/06/1996 - 09/04/1998
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
NY
05/09/1996 - 10/29/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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