Steven ReCRD Number: 822483
Current Firm: Fairbanks Capital Management, Inc.
Steven Re (CRD# 822483) is an Investment Advisor Representative working at Fairbanks Capital Management, Inc. in Rancho Santa Fe, CA and has over 42 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management212MILLIONS
Total Number of Accounts180ACCOUNTS
Average Account Value$1,176,470
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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