Steven Allen (CRD# 1415970) is an Investment Advisor Representative working at Sop Advisors LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sop Advisors LLC | Rancho Santa Fe, CA | Nov 2022 - Current | 1 |
| Greenbriar Partners LP | Rancho Santa Fe, CA | Sep 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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