Steven Starnes (CRD# 5229609) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Grand Rapids, MI and has over 17 years of experience in the finance industry. Steven Starnes 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.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Financial Advisors | Grand Rapids, MI | Apr 2024 - Current | < 1 |
| Grand Wealth Management, LLC | Grand Rapids, MI | Aug 2015 - Mar 2024 | 8 |
| Unemployed | Grand Rapids, MI | Apr 2015 - Aug 2015 | < 1 |
| Savant Capital Management | Rockford, IL | Jun 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- MI
- TX
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Total Assets Under Management555MILLIONS
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$429,228
- 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
- Other
AL, CA, CO, FL, IL, IN, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, WI
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