Steven BehrleCRD Number: 1213354
Current Firm: B Riley Wealth Management
Steven Behrle (CRD# 1213354) is an Investment Advisor Representative working at B Riley Wealth Management in Irvine, CA and has over 38 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|B. Riley Wealth Advisors, Inc.||Irvine, CA||Jul 2022 - Current||< 1|
|B. Riley Wealth Management, Inc.||Irvine, CA||Aug 2020 - Current||2|
|Wells Fargo Advisors Financial Network LLC||Irvine, CA||May 2009 - Aug 2020||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,119MILLIONS
Total Number of Accounts9,621ACCOUNTS
Average Account Value$428,109
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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