Steven Finley (CRD# 3276252) is an Investment Advisor Representative working at Ridge Capital Advisors, LLC in Oro Valley, AZ and has over 24 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridge Capital Advisors, LLC | Oro Valley, AZ | Sep 2017 - Current | 6 |
| Forward Strategies Insurance Brokerage | Tucson, AZ | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
- AZ
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$108,623
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, MD
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