Steve TepperCRD Number: 5424187
Current Firm: Northstar Financial Planners, Inc.
Steve Tepper (CRD# 5424187) is an Investment Advisor Representative working at Northstar Financial Planners, Inc. in Plantation, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Northstar Financial Planners||Plantation, FL||May 2007 - Current||10|
|Etrade Professionals||Weston, FL||Dec 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
- Criminal Record
Total Assets Under Management123MILLIONS
Total Number of Accounts585ACCOUNTS
Average Account Value$209,933
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NY, TX