Step Financial Services, LLC

Step Financial Services, LLC (CRD# 173864) is a financial advisory firm headquartered in , . They manage $5,000,000 in 21 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
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $238,095
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
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

Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 21 years of experience in the finance industry.

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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