Steven London (CRD# 4599921) is an Investment Advisor Representative working at Compendium Wealth Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compendium Wealth Advisors, LLC | Austin, TX | May 2016 - Current | 7 |
| Park Avenue Securities LLC | Houston, TX | May 2013 - May 2016 | 3 |
| Guardian Life Insurance Co Of America | Houston, TX | Apr 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$107,197
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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