Steven Salerno (CRD# 2807067) is an Investment Advisor Representative working at Bentley Financial Group in Peoria, AZ and has over 27 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bentley Financial Group, Inc. | Peoria, AZ | Jan 2017 - Current | 7 |
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Peoria, AZ | Jul 2005 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1996 |
S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- AZ
- IL
-
Total Assets Under Management240MILLIONS
-
Total Number of Accounts692ACCOUNTS
-
Average Account Value$346,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CO, IL, VA
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