SB
Steven Birckett
from The Advisory Group
Steven Birckett is a financial advisor based in California, Diamond Bar,
with 25 years of experience. Steven currently works for
The Advisory Group.
Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State 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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Steven Birckett works at The Advisory Group
The Advisory Group is a financial advisory firm based in Diamond Bar, California. It currently has approximately $261,530,651 of assets under management and employs about 5 people. The Advisory Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
20955 Pathfinder Road, Suite 110, Diamond Bar, California, 91765
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