Steven Foss, financial advisor San Diego CA

Steven Foss

CRD Number: 2415079
Current Firm: Centurion Counsel Inc.

Steven Foss (CRD# 2415079) is an Investment Advisor Representative working at Centurion Counsel Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. Escondido, CA Nov 2014 - Current 6
Netreit Escondido, CA Oct 2008 - Current 13
Centurion Counsel, Inc. Escondido, CA Oct 2008 - Current 13
Centurion Institutional Services, Inc. Escondido, CA Oct 2008 - Dec 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Steven T. Foss
Phone Number: (619) 391-2383
Registered State(s):
  • CA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $297,481
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, PA, TX

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