Glenn Stephenson
Glenn Stephenson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
135 Us Highway 202 206, Ste 4, Bedminster, NJ, 07921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn owns rental real estate through Holland Brook Holdings, 6 Thompson Ave LLC, and KKB Realty Holding Company LLC. Glenn also provides investment advisory services through Ibex Wealth Advisors, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Ibex Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
G. K. Scott & CO., INC.Broker
Individual's Securities LTD.Broker
State Registrations31 states
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