Steven Crouch (CRD# 3273557) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Warrenton, VA and has over 24 years of experience in the finance industry.
CRD# 4680182
Preston Wealth Advisors, LLC
CRD# 2371031
Northwest Financial Advisors LLC
CRD# 2595682
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis, TN | Jul 2022 - Current | 1 |
| B. Riley Wealth Management | Memphis, TN | Jul 2021 - Current | 2 |
| Truist Investment Services, Inc. | Warrenton, VA | Feb 2021 - Jul 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Jul 2021 | < 1 |
| Bb&t Securities, LLC | Warrenton, VA | Jan 2013 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
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