Steven Romano (CRD# 1903263) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Edmond, OK and has over 35 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Concepts, LLC | Edmond, OK | Sep 2016 - Current | 7 |
| Lpl Financial, LLC | Edmond, OK | Feb 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- OK
- TX
-
Total Assets Under Management988MILLIONS
-
Total Number of Accounts4,631ACCOUNTS
-
Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
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