Steven Dabbs, financial advisor Tempe AZ
93 score

Steven Dabbs

CRD Number: 1258864
Current Firm: Onpointe Advisory And Financial Services, LLC

Steven Dabbs (CRD# 1258864) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Tempe, AZ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Onpointe Advisory And Financial Services, LLC Petaluma, CA Sep 2012 - Current 4
Executive Benefit Plans Inc. Tempe, AZ Jul 2012 - Current 4
Care Options International LLC Tempe, AZ Apr 2012 - Current 4
Arizona Veterans LLC Tempe, AZ Apr 2012 - Current 4
The Safe Money Shop LLC Tempe, AZ Oct 2010 - Current 6
Safe Money Shoppe LLC Tempe, AZ Oct 2010 - Current 6
Parents Plus Placement LLC Tempe, AZ Feb 2010 - Current 6
Legacy Planning Concepts LLC Tempe, AZ May 2009 - Current 7
Charitable Planning Concepts LLC Tempe, AZ Jan 2009 - Current 7
B-usa Insurance Services Tempe, AZ Jan 1998 - Current 18
Benefit Brokers Inc. Tempe, AZ Sep 1994 - Current 22
Brokerage Usa Formerly Benefit Brokers, LLC Tempe, AZ Jan 1985 - Current 31
Legacy Planning Concepts, Llc (152940) Tempe, AZ Feb 2010 - Aug 2012 2
National Senior Advocate Inc. Tempe, AZ Feb 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Steven M. Dabbs
Phone Number: 800-395-0045
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $130,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, FL, GA, IA, ID, IL, KS, LA, MI, MO, MS, NJ, OH, OK, OR, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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