Larry Steckler (CRD# 2621508) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 28 years of experience in the finance industry. Larry Steckler 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | Jan 2024 - Current | < 1 |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | Apr 2017 - Current | 7 |
| Independent Financial Group | San Diego, CA | Feb 2011 - Current | 13 |
| Steckler & Wynns Financial Group | San Diego, CA | Jan 2001 - Current | 23 |
| Capital Financial Consultants Group | San Diego, CA | Mar 2014 - Apr 2024 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, FL, LA, OR
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