Steve Tepper, financial advisor Plantation FL
73 score

Steve Tepper

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northstar Financial Planners Plantation, FL May 2007 - Current 9
Etrade Professionals Weston, FL Dec 2005 - Apr 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Steve L. Tepper
Phone Number: 954-693-0030
Registered State(s):
  • FL
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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