Steven McDermott, financial advisor Colorado Springs CO
90 score

Steven McDermott

CRD Number: 5476621
Current Firm: Primerica Advisors

Steven McDermott (CRD# 5476621) is an Investment Advisor Representative working at Primerica Advisors in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Gcolorado Springs, CO May 2008 - Current 8
Primerica Financial Services Colorado Springs, CO Oct 2007 - Current 9
Liberty Tax Service Denver, CO Jun 2006 - Current 10
State Of Colorado Denver, CO Sep 1999 - Jan 2009 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Steven T. McDermott
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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