Steven Tardiff, financial advisor Oceanside CA

Steven Tardiff

CRD Number: 1548279
Current Firm: Advisory Financial Services LLC

Steven Tardiff (CRD# 1548279) is an Investment Advisor Representative working at Advisory Financial Services LLC in Oceanside, CA and has over 37 years of experience in the finance industry.

Similar Advisors
Richard Jensen, financial advisor Oceanside CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Similar Advisors
Mark Richards, financial advisor Oceanside CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Scott Butera, financial advisor Oceanside CA
Scott C. Butera
CRD# 2946276
Lpl Financial LLC
Company Name Location Dates Years
Advisory Financial Services LLC Laguna Niguel, CA May 1999 - Current 24
Triad Advisors, Inc. Forestdale, MA Jun 1999 - Mar 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Contact Info for Steven G. Tardiff
Phone Number: 949 429 6408
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $95,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MA

Ready to hire a financial advisor? Get competitive proposals from Steven Tardiff and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.