Unclaimed
Steven Neal Blanton is a financial advisor with LPL Financial LLC in Spartanburg, South Carolina. Steven has been in the financial services industry since October 1, 2014. Steven holds Series 7 and Series 66 licenses and is registered with the state of South Carolina. Steven also holds the SIE license. Previously, Steven worked at Avantax Investment Services, Inc. in Spartanburg, South Carolina. Steven is a Partner at Elliott & Painter, LLP, a tax preparation, accounting, and CPA firm, as well as an LLC member of CMHR LLC, a real estate rental company.
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.
1
2
SC
11/18/2020 - Present
LPL Financial LLC (SPARTANBURG SC)
SC
10/02/2014 - 12/01/2020
AVANTAX INVESTMENT SERVICES, INC. (Spartanburg SC)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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