Steven Thrush, financial advisor Tucson AZ
93 score

Steven Thrush

CRD Number: 865485
Current Firm: Summit Financial Group Inc.

Steven Thrush (CRD# 865485) is an Investment Advisor Representative working at Summit Financial Group Inc. in Tucson, AZ and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial Group Tuscan, AZ Jan 2014 - Current 2
Summit Brokerage Services Tuscan, AZ Jan 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2008 - Jan 2014 5
Cambridge Investment Research, Inc. Fairfield, IA Jul 2008 - Jan 2014 5
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Steven J. Thrush
Phone Number: 561-338-2600
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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

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