Steven Bliss, financial advisor San Diego CA

Steven Bliss

CRD Number: 2847939
Current Firm: Mission Trails Financial

Steven Bliss (CRD# 2847939) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 26 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Mission Trails Financial San Diego, CA Oct 2015 - Current 8
Steven F. Bliss, Attorney At Law San Diego, CA Jan 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
Contact Info for Steven F. Bliss
Phone Number: (619) 419-0238
Firm Website: http://www.missiontf.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $170,534
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, HI, LA, MT, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.