Steven Parkinson (CRD# 1693929) is an Investment Advisor Representative working at Iron Gate Global Advisors in Logan, UT and has over 36 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Gate Global Advisors | Logan, UT | Apr 2020 - Current | 4 |
| Clearwater Wealth Management LLC | Logan, UT | Jul 2011 - Current | 12 |
| Stelor Llc & Sky View Heights LLC | Logan, UT | Jun 2004 - Current | 19 |
| Steve Parkinson | Logan , UT | Jan 2001 - Current | 23 |
| Securities America, Inc. | Logan, UT | Mar 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- TX
- UT
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Total Assets Under Management725MILLIONS
-
Total Number of Accounts5,697ACCOUNTS
-
Average Account Value$127,290
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, ID, IL, LA, MA, ME, MN, MT, NC, NV, OK, OR, TN, TX, UT, VA, WA, WY
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