Steven Early, financial advisor Colleyville TX
96 score

Steven Early

CRD Number: 4617927
Current Firm: Steward Wealth Management

Steven Early (CRD# 4617927) is an Investment Advisor Representative working at Steward Wealth Management in Colleyville, TX and has over 13 years of experience in the finance industry. Steven Early 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.

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Professional Designations
Company Name Location Dates Years
Steward Financial Group Colleyville, TX Mar 2007 - Current 9
Steven A Early Pc Bedford, TX May 2000 - Current 16
Jefferson Pilot Securities Corporation Bedford, TX Dec 2002 - Mar 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
Contact Info for Steven A. Early
Phone Number: 817-428-1145
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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