Steven HornsteinCRD 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 21 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.
Fried Asset Management, Inc.
Ira Wealth Management
|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||15|
|Lpl Financial, LLC||Woodland Hills, CA||Mar 2006 - Jun 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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