Steven Garside (CRD# 6884542) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 6 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Jun 2021 - Current | 2 |
| O. C. Tanner | Salt Lake City, UT | Feb 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Layton, UT | Nov 2017 - Current | 6 |
| Wealthwave | Clearfield, UT | Apr 2017 - Current | 7 |
| World Financial Group, Inc. | Layton, UT | Mar 2017 - Current | 7 |
| Weber State University | Weber State University, UT | Sep 2011 - Current | 12 |
| Harte Hanks | San Antonio, TX | Jul 2016 - Sep 2017 | 1 |
| Marketstar | Ogden, UT | Jul 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- UT
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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