Raymond James Financial Services Advisors
42yrs
Top 2% by experience in California
45yrs
Steven Lee Van Houten
Financial advisor at LPL Financial
At a glance
Experience45 years (since 1982)
How that compares ?Top advisor by experience in Encinitas
Office2210 Encinitas Blvd. Suite. C, Encinitas, CA 92024
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2006 – nowLifetime Financial Advisors Inc.Current
- 1997 – nowLPL Financial LLCCurrent firm
Questions to ask Steven
Tailored to Steven’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?
- 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?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call LPL Financial at 704-733-3300 and ask for Steven Lee Van Houten. Steven works from the Encinitas, CA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1982, about 45 years. Top advisor by experience in Encinitas.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven 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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