Steven Deppe (CRD# 4658856) is an Investment Advisor Representative working at Nerad + Deppe Wealth Management in La Jolla, CA and has over 20 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ndwm, LLC | San Diego, CA | Apr 2020 - Current | 4 |
| Alphacore Capital LLC | La Jolla, CA | Aug 2019 - May 2020 | < 1 |
| Ndwm, LLC | San Diego, CA | Oct 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- CA
- TX
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$217,301
- 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
- Selection of other advisers (including private fund managers)
CA, NJ, NY, TX
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