Steven Van Metre (CRD# 4994543) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 18 years of experience in the finance industry. Steven Van Metre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | Winter Garden, FL | Apr 2012 - Current | 12 |
| Self Employed | Winter Garden, FL | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- CA
- FL
- IN
- TX
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Total Assets Under Management106MILLIONS
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Total Number of Accounts936ACCOUNTS
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Average Account Value$113,269
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IA, ID, IL, IN, LA, MI, MN, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA
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