Steven Phelps

from Badgley Phelps Wealth Managers
SEC regulated
Regulated Investment Advisor
Steven Phelps is a financial advisor based in Washington, Seattle, with 37 years of experience. Steven currently works for Badgley Phelps Wealth Managers. Steven maintains a S63 license (Uniform Securities Agent 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 Phelps works at Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,868,764,189 of assets under management and employs about 23 people. Badgley Phelps Wealth Managers 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)
Years registered
34 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1420 Fifth Avenue, Suite 3200, Seattle, Washington, 98101

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