Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Staines Financial, LLC | Roseville, CA | Jan 2020 - Current | 4 |
| Staines Financial, LLC | Sacramento, CA | Jan 2020 - Current | 4 |
| Jacob Lafond | Sacramento, CA | May 2019 - Current | 4 |
| Unemployed | Fair Oaks, CA | Oct 2019 - Jan 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2019 - Oct 2019 | < 1 |
| Northwestern Mutual | Sacramento, CA | Apr 2019 - Oct 2019 | < 1 |
| Unemployed | Fair Oaks, CA | Oct 2018 - Apr 2019 | < 1 |
| Springer Financial Advisors | Sacramento, CA | Aug 2018 - Oct 2018 | < 1 |
| Banwest Investment Services | Sacramento, CA | Oct 2017 - Jul 2018 | < 1 |
| Hanna Insurance + Financial Solutions | Concord, CA | Jul 2010 - Sep 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- CA
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts359ACCOUNTS
-
Average Account Value$506,632
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, NH, NJ, NV, OR, PA, TX
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