Steven Sturner (CRD# 2140401) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tempus Wealth Planning | Irvine, CA | Nov 2016 - Current | 7 |
Mutual Securities, Inc. | Camarillo, CA | Nov 2016 - Mar 2017 | < 1 |
Ameriprise Financial Services, Inc. | Irvine, CA | Oct 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1991 |
S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- CA
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Total Assets Under Management400MILLIONS
-
Total Number of Accounts1,654ACCOUNTS
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Average Account Value$242,128
- 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
AZ, CA, FL, HI, LA, MI, NJ, PA, TX, UT, WA
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