Step Financial Services, LLC

Step Financial Services, LLC (CRD# 173864) is a financial advisory firm headquartered in , . They manage $2,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.stepfinancial.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Step Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janet Larsen, financial advisor Seal Beach CA
Janet L. Larsen
CRD#: 4579662
Seal Beach, CA
96
Wealthminder
score

Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 14 years of experience in the finance industry. Janet Larsen 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.

2
Brian Saylors, financial advisor Seal Beach CA
Brian Saylors
CRD#: 6464572
Seal Beach, CA
87
Wealthminder
score

Brian Saylors (CRD# 6464572) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has 1 year of experience in the finance industry.

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