SC
Steve Coker
from Cedarstone Advisors
Steve Coker is a financial advisor based in California, Thousand Oaks,
with 18 years of experience. Steve currently works for
Cedarstone Advisors.
Steve maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steve Coker works at Cedarstone Advisors
Cedarstone Advisors is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $125,961,633 of assets under management and employs about 4 people. Cedarstone Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
3125 Old Conejo Road, Unit 7, Thousand Oaks, California, 91320
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