Steven Ditch, financial advisor Placentia CA
96 score

Steven Ditch

CRD Number: 1066214
Current Firm: Cetera Advisors LLC

Steven Ditch (CRD# 1066214) is an Investment Advisor Representative working at Cetera Advisors LLC in Placentia, CA and has over 21 years of experience in the finance industry. Steven Ditch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Harrison Tax Service Inc. Anaheim, CA Jan 1975 - Current 41
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Pacific West Financial Consultants Renton, WA Jun 2004 - Feb 2012 7
Pacific West Securities, Inc. Placentia, CA Sep 1982 - Feb 2012 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
Contact Info for Steven M. Ditch
Phone Number: 800-929-3485
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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