Stephen
Gilbert
Lpl Enterprise, LLC
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About this Advisor
Stephen Gilbert is a financial advisor based in Phoenix, Arizona, working with Lpl Enterprise, LLC. Stephen has previously worked at Ab Analytics, Bankers Life Securities, Inc, Bankers Life & Casualty, Inc, W&S Brokerage Services, Inc, Western & Southern Life, Pruco Securities, LLC, and Lpl Enterprise. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Stephen is part of Lpl Enterprise, LLC, which operates out of Phoenix, Arizona. The firm has 1,075 offices and 4,650 employees. The firm manages assets totaling $18.9 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Enterprise, LLC Brokerage Details
$18,862,098,900
4,650
114,002
$165,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Stephen Gilbert Work History
Lpl Enterprise
W&S Brokerage Services, Inc
Pruco Securities, LLC
Bankers Life Securities, Inc
Bankers Life & Casualty, Inc
Western & Southern Life
Ab Analytics
Disclosures
Please visit the SEC profile of Stephen Gilbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Enterprise, LLC
Fort Mill, SC
Orange, CA
Irvine, CA
Tampa, FL
Collegeville, PA
Troy, MI
Saint Simons Island, GA
Glen Allen, VA
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