Steven Manning (CRD# 6372783) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 9 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial | Sandy, UT | Jun 2016 - Current | 7 |
| World Equity Group | Sandy, UT | Sep 2016 - May 2019 | 2 |
| Advisors Ahead | New York, NY | Jun 2015 - May 2016 | < 1 |
| Fidelity Brokerage Services LLC | American Fork, UT | Jul 2014 - Jun 2015 | < 1 |
| Utah Valley University | Orem, UT | May 2014 - Jul 2014 | < 1 |
| Artisan Properties | Provo, UT | May 2013 - Jul 2014 | 1 |
| Brigham Young University | Provo, UT | Aug 2013 - May 2014 | < 1 |
| Unicity International | Orem, UT | Dec 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- UT
-
Total Assets Under Management2,260MILLIONS
-
Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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