Steve Pakroo, financial advisor Carlsbad CA
93 score

Steve Pakroo

CRD Number: 1300865
Current Firm: Invest Financial Corporation

Steve Pakroo (CRD# 1300865) is an Investment Advisor Representative working at Invest Financial Corporation in Carlsbad, CA and has over 32 years of experience in the finance industry.

Similar Advisors
John O'Reilly, financial advisor Carlsbad CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Similar Advisors
Blake Fambrough, financial advisor Carlsbad CA
Blake Fambrough
CRD# 4782319
John P. Dubots Capital Management, LLC
Score
103
Similar Advisors
Mick Heyman, financial advisor Carlsbad CA
Mick Heyman
CRD# 2626240
Heyman Investment Counseling LLC
Score
103
Company Name Location Dates Years
Invest Financial Corporation Carlsbad, CA Jan 1997 - Current 19
San Diego National Bank San Diego, CA Jun 1997 - Mar 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Steve H. Pakroo
Phone Number: (813) 880-5300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Steve Pakroo and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.