Steven LemireCRD Number: 2181031
Current Firm: Smead Capital Management, Inc.
Steven Lemire (CRD# 2181031) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Umb Distribution Services, LLC||Milwaukee, WI||Jun 2020 - Current||3|
|Smead Capital Management||Phoenix, AZ||Jul 2014 - Current||8|
|Alps Distributors, Inc.||Denver, CO||Nov 2014 - May 2020||5|
|Quasar Distributors, LLC||Milwaukee, WI||Jul 2014 - Nov 2014||< 1|
|Viceroy Investment Advisors||Mill Creek, WA||Jun 2013 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Nov 2014|
Total Assets Under Management5,251MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$66,468,327
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, NJ, PA, TX, WA
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