Steven PilkertonCRD Number: 4590582
Current Firm: Td Ameritrade, Inc.
Steven Pilkerton (CRD# 4590582) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Washington, DC and has over 14 years of experience in the finance industry. Steven Pilkerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Td Waterhouse Investor Services Inc.||Washington, DC||Oct 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, VI, VT, WA, WI, WV, WY