Steven Clancy, financial advisor Plano TX
90 score

Steven Clancy

CRD Number: 4533474
Current Firm: Transamerica Financial Advisors, Inc.

Steven Clancy (CRD# 4533474) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Clancy Contract Services Desoto, TX Apr 2017 - Current 1
Transamerica Financial Advisors, Inc. Plano, TX Feb 2014 - Current 4
World Financial Group, Inc. Plano, TX Mar 2013 - Current 5
Clancy Insurance Agency Duncanville, TX Nov 2006 - Current 11
Dallas Morning News Dallas, TX May 2013 - Sep 2013 < 1
The Greensheet Dallas, TX May 2007 - Oct 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Steven K. Clancy
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    14,750
    ACCOUNTS
  • Average Account Value
    $65,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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