Stephanie Camille Dalton
Investment adviser representative at LPL Financial LLC
31 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- LPL Financial LLCSep 2025 to now
- Vectra BankAug 2025 to now
- Morgan StanleyJun 2022 to Jul 2025
- Morgan Stanley Private Bank, N.A.Jun 2022 to Jul 2025
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Oct 1995 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4459330
- Firm CRD
- 6413