Steven Story
CRD Number: 2574091Current Firm: United Planners' Financial Services Of America A Limited Partner
Steven Story (CRD# 2574091) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wausau, WI and has over 29 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale, AZ | Jul 2001 - Current | 22 |
| Fixed Insurance Agent | Layton, UT | Jul 2001 - Current | 22 |
| Steve Story & Associates, Inc. | Ogden, UT | May 2001 - Current | 23 |
| Steve Story Independent Insurance | Ogden, UT | May 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
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- HI
- UT
- WI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
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