Steven GrayCRD Number: 5453807
Current Firm: Td Ameritrade, Inc.
Steven Gray (CRD# 5453807) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Fort Worth, TX and has over 9 years of experience in the finance industry.
Box Financial Advisors, LLC
Global Financial Private Capital, LLC
Wells Fargo Advisors Financial Network, LLC
|Td Ameritrade||San Diego, CA||Jun 2011 - Current||6|
|Unemployed||San Diego, CA||Mar 2011 - May 2011||< 1|
|E*trade Capital Management LLC||Jersey City, NJ||Jun 2009 - Feb 2011||1|
|E*trade Securities LLC||Jersey City, NJ||Nov 2007 - Feb 2011||3|
|Aerotech Professional Services||Charlotte, NC||Jul 2007 - Sep 2007||< 1|
|Chase Home Finance||San Diego, CA||Mar 2007 - Jun 2007||< 1|
|Chase Home Finance||San Diego, CA||May 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.