My-financial-advocate
My-financial-advocate (CRD# 159638) is a financial advisory firm headquartered in Indianapolis, IN. They manage $8,274,332 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$1,379,055
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at My-financial-advocate
1
Jay Steger (CRD# 1049413) is an Investment Advisor Representative working at My-financial-advocate in Indianapolis, IN and has over 38 years of experience in the finance industry.
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