Steven Schoger, financial advisor Houston TX

Steven Schoger

CRD Number: 4544641
Current Firm: Fsi Advisory Group, Inc.

Steven Schoger (CRD# 4544641) is an Investment Advisor Representative working at Fsi Advisory Group, Inc. in Houston, TX and has over 12 years of experience in the finance industry. Steven Schoger 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.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC El Segundo, CA Jan 2013 - Current 11
The Woodlands Cycling Club The Woodlands, TX Jan 2007 - Current 17
Fsi Advisory Group, Inc. Houston, TX Mar 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
Contact Info for Steven C. Schoger
Phone Number: 713-758-0523
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $390,693
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
  • Pension consulting services
Types of Clients
Registered States

TX

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