Steven ThrushCRD 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.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|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|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
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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