Steven Haag (CRD# 3120913) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Murfreesboro, TN and has over 25 years of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colonial Life & Accident Insurance Company | Columbia, SC | Mar 2022 - Current | 2 |
| Cornerstone Benefits Consulting Group, Inc. | Tacoma, WA | Mar 2022 - Current | 2 |
| Alliance Financial Solutions, Inc. | Corona, CA | Apr 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Nashville, TN | Jan 2012 - Current | 12 |
| American Funding Center | Riverside, CA | Dec 2008 - Current | 15 |
| World Financial Group, Inc. | Nashville, TN | Jun 2003 - Current | 20 |
| Legal Name Is 541 Software Llc, Dba Life Exec. | Bend, OR | May 2021 - Oct 2023 | 2 |
| Debtamerica | Santa Ana, CA | Dec 2019 - Mar 2022 | 2 |
| Crusberg Decker Insurance Services, Inc. | Pasadena, CA | Aug 2009 - Oct 2021 | 12 |
| Healthant Insurance Services | Corona, CA | Oct 2012 - Jan 2021 | 8 |
| Health Quote 123, Inc. | Chino Hills, CA | Apr 2011 - Jan 2021 | 9 |
| United Financial Freedom | Draper, UT | Aug 2020 - Nov 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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