Steven Iversen (CRD# 820813) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 43 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cross State Tax & Financial, LLC | Albuquerque, NM | Feb 2022 - Current | 2 |
| Cross State Financial Group, LLC | Albuquerque, NM | Dec 2015 - Current | 8 |
| Crown Capital Securities, L.p./osj Manager | Orange, CA | Oct 2016 - Nov 2023 | 7 |
| Foothill Securities, Inc. | Albuquerque, NM | Jan 2010 - Oct 2016 | 6 |
| Waite & Genevieve Phillips Fdn | Santa Fe, NM | Sep 2000 - Jul 2016 | 15 |
| Corporate Benefit Consultants, Ltd | Albuquerque, NM | Jul 1993 - Jun 2016 | 22 |
| Board Member | Santa Clara, CA | Jun 2015 - Apr 2016 | < 1 |
| Rental Property | Albuquerque, NM | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1980 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- FL
- NM
- TX
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Total Assets Under Management145MILLIONS
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Total Number of Accounts1,060ACCOUNTS
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Average Account Value$137,223
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