Steven Bontempi (CRD# 4425549) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Powder Springs, GA and has over 22 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | May 2024 - Current | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2024 - Current | < 1 |
Mml Investors Services, LLC | Peachtree Corners, GA | Mar 2017 - May 2024 | 7 |
Massachusetts Mutual Life Insurance Company | Peachtree Corners, GA | Jul 2016 - May 2024 | 7 |
Metlife Securities Inc. | Atlanta, GA | Jan 2015 - Mar 2017 | 2 |
New England Securities | Alpharetta, GA | Mar 2009 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- GA
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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