Steven Hefter (CRD# 6333313) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 4 years of experience in the finance industry. Steven Hefter 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Henderson, NV | Mar 2017 - Current | 7 |
| Verity Asset Management | Durham, NC | Aug 2019 - Dec 2022 | 3 |
| State Street Bank | Kansas City, MO | Mar 2014 - Mar 2017 | 3 |
| Mu Counseling | Columbia, MO | Jul 2013 - May 2014 | < 1 |
| University Of Missouri | Columbia, MO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- IL
- TX
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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