LPL Financial
47yrs
Top advisor for experience in San Diego
47yrs
Stephen Pitchkolan
Financial advisor at Wedbush Securities
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% for experience in San Diego
Office401 West a Street Suite 1800, San Diego, CA 92101
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wedbush Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2007 – nowWedbush Securities Inc.Current firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Stephen
How do I contact Stephen?
Call Wedbush Securities at 213-688-8000 and ask for Stephen Pitchkolan. Stephen works from the San Diego, CA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1980, about 47 years. Top 1% for experience in San Diego.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Wedbush Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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