Stephen Clarke Houser, financial advisor Rockledge FL
96 score

Stephen Clarke Houser

CRD Number: 3124558
Current Firm: Cetera Investment Advisers LLC

Stephen Clarke Houser (CRD# 3124558) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockledge, FL and has over 17 years of experience in the finance industry. Stephen Clarke Houser 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.

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Professional Designations
Company Name Location Dates Years
Fpt Services, Inc. Rockledge, FL Jul 2006 - Current 10
Cetera Investment Advisers LLC Schaumburg, IL Jul 2004 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Jun 2004 - Current 12
Dhsh Financial Services, Inc. Rockledge, FL Dec 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Stephen Clarke Houser
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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