Steven Hefter, financial advisor Durham NC

Steven Hefter

CRD Number: 6333313
Current Firm: Verity Asset Management

Steven Hefter (CRD# 6333313) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Encompass More, A Division Of Verity Asset Management Durham, NC Aug 2019 - Current 2
Appreciation Financial Henderson, NV Mar 2017 - Current 4
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
Interactive Financial Advisors Oakbrook, IL Mar 2013 - Mar 2014 1
Mizzou Athletic Complex Columbia, MO Jul 2013 - Dec 2013 < 1
Shiloh Bar & Grill Columbia, MO Apr 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Steven J. Hefter
Phone Number: 919-490-6717
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    661
    MILLIONS
  • Total Number of Accounts
    5,276
    ACCOUNTS
  • Average Account Value
    $125,267
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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