Steven SonCRD Number: 5557452
Current Firm: H.d. Vest Advisory Services, Inc.
Steven Son (CRD# 5557452) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Torrance, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|H.d.vest Advisory Services||Torrance, CA||Mar 2010 - Current||8|
|H.d.vest Investment Services||Torrance, CA||Jun 2008 - Current||9|
|Steven Son, Cpa||Torrance, CA||Jan 2008 - Current||10|
|Tmbg||Los Angelas, CA||Dec 2006 - Sep 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, WY