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 15 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 11
Steven A Early Pc Bedford, TX May 2000 - Current 17
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
    230
    MILLIONS
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $351,352
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

TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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