Steven BirckettCRD 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.
Jst Investment Consulting
Penniall & Associates
Asset Planning, Inc.
|The Advisory Group||Diamond Bar, CA||Feb 2011 - Current||6|
|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|
Total Assets Under Management172MILLIONS
Total Number of Accounts724ACCOUNTS
Average Account Value$237,013
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, HI, ID, MD, NH, NV, NY, OH, OR, PA, TX, VA, WA
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