Steven AddisonCRD Number: 4997781
Current Firm: Independent Financial Group, LLC
Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 16 years of experience in the finance industry. Steven Addison 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Independent Financial Group, LLC||Sikeston, MO||Feb 2018 - Current||4|
|Transamerica Financial Advisors, Inc.||Los Angeles, CA||May 2007 - Current||15|
|Signator Investors, Inc.||Sikeston, MO||May 2016 - Feb 2018||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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