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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Barrilleaux is a financial advisor with LPL Financial LLC. Steve has been in the industry since August 2001 and is registered with the state of California and Texas. Steve specializes in financial planning, pension consulting, and portfolio management. He is also a Certified Financial Planner. Steve has experience with various client types, including individuals, high-net-worth individuals, businesses, and retirement plans. Steve is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining LPL Financial LLC, Steve worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Franklin/Templeton Distributors, Inc.
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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CA
08/14/2009 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
06/14/2004 - 08/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
12/09/1993 - 10/18/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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