Steven Birckett, financial advisor Diamond Bar CA
96 score

Steven Birckett

CRD Number: 4572846
Current Firm: The Advisory Group

Steven Birckett (CRD# 4572846) is an Investment Advisor Representative working at The Advisory Group in Diamond Bar, CA and has over 14 years of experience in the finance industry. Steven Birckett 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.

Similar Advisors
Jeffrey Tilson, financial advisor Diamond Bar CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Brandon Averill, financial advisor Diamond Bar CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Similar Advisors
Carol Somoano, financial advisor Diamond Bar CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
The Advisory Group Diamond Bar, CA Feb 2011 - Current 5
The Advisory Group Diamond Bar, CA Jun 2000 - Current 16
Fsc Securities Corp Diamond Bar, CA Jun 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Steven D. Birckett
Phone Number: 909.869.7880
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $237,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, FL, HI, ID, MD, NH, NV, NY, OH, OR, PA, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Steven Birckett and other advisors.
BADGES
96
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.