Steven ConnersCRD Number: 1939727
Current Firm: Ssn Advisory, Inc.
Steven Conners (CRD# 1939727) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Securities Service Network, Inc.||Scottsdale, AZ||Sep 2014 - Current||2|
|Ssn Advisory, Inc.||Scottsdale, AZ||Sep 2014 - Current||2|
|Metlife Securities Inc.||Tempe, AZ||Dec 2012 - Sep 2014||1|
|Securities Service Network, Inc.||Scottsdale, AZ||Sep 2009 - Nov 2012||3|
|Sagepoint Financial, Inc.||Scottsdale, AZ||Jan 2009 - Sep 2009||< 1|
|Aig Financial Advisors, Inc.||Scottsdale, AZ||Aug 2008 - Jan 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Scottsdale, AZ||Aug 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
- Financial Issue
- Customer Dispute
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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