Steven Alexson, financial advisor Irvine CA
90 score

Steven Alexson

CRD Number: 3104828
Current Firm: Alexson Investment Group

Steven Alexson (CRD# 3104828) is an Investment Advisor Representative working at Alexson Investment Group in Irvine, CA and has over 5 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor Irvine CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Ashley Bleckner, financial advisor Irvine CA
Ashley N. Bleckner
CRD# 6556257
Rs Crum Inc.
Score
103
Company Name Location Dates Years
Alexson Investment Group Irvine, CA Nov 2015 - Current 1
Alpha Cubed Investments, LLC Newport Beach, CA Oct 2011 - Oct 2015 4
Lehrer Management Company, Inc. Cupertino, CA Oct 2012 - Oct 2013 1
Trw Investments Los Angeles, CA Sep 2011 - Oct 2012 1
Miven LLC Newport Beach, CA Jul 2005 - Nov 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Steven B. Alexson
Phone Number: 800-735-8957
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $640,000
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.