Stephen McGoff, financial advisor Saint Louis MO
93 score

Stephen McGoff

CRD Number: 5415955
Current Firm: On Investment Management Co

Stephen McGoff (CRD# 5415955) is an Investment Advisor Representative working at On Investment Management Co in Saint Louis, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ohio National Financial Services Cincinnati, OH Jul 2014 - Current 2
The O. N. Equity Sales Company Cincinnati, OH Jul 2014 - Current 2
Unemployed St. Louis, MO Jan 2014 - Jun 2014 < 1
Tbc Corporation St. Louis, MO Nov 2013 - Jan 2014 < 1
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2013 - Jul 2013 < 1
Autozone St. Louis, MO Sep 2012 - Jul 2013 < 1
Unemployed St. Louis, MO Jul 2011 - Sep 2012 1
Park Avenue Securities St Louis, MO May 2011 - Jul 2011 < 1
Guardian Life Insurance Company St Louis, MO Feb 2011 - Jul 2011 < 1
Bankers Life & Casualty Saint Louis, MO Dec 2010 - Feb 2011 < 1
Unemployed Saint Louis, MO Oct 2010 - Dec 2010 < 1
Mcgoff Transportation, Inc. Collinsville, IL Dec 2009 - Oct 2010 < 1
Edward Jones St. Louis, MO Sep 2007 - Nov 2009 2
Mac Associates, Inc. Arnold, MO May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Stephen P. McGoff
Phone Number: 855-262-0913
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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