Steven Hornstein, financial advisor Woodland Hills CA
96 score

Steven Hornstein

CRD Number: 1833072
Current Firm: H.d. Vest Advisory Services, Inc.

Steven Hornstein (CRD# 1833072) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Woodland Hills, CA and has over 20 years of experience in the finance industry. Steven Hornstein 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.

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Professional Designations
Company Name Location Dates Years
Hd Vest Investment Services Woodland Hills, CA Jun 2016 - Current < 1
Hd Vest Insurance Agency Irving, TX Jun 2016 - Current < 1
Hd Vest Advisory Services Woodland Hills, CA Jun 2016 - Current < 1
Hornstein Law Offices Woodland Hills, CA Jul 2002 - Current 14
Lpl Financial, LLC Woodland Hills, CA Mar 2006 - Jun 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
Contact Info for Steven H. Hornstein
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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