Steven Sanders (CRD# 5135416) is an Investment Advisor Representative working at Measured Financial in Roseville, CA and has over 16 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Jabrri, Llc Dba Grove Biomass | Olivehurst, CA | Nov 2023 - Current | < 1 |
Tailored Wealth Management, LLC | Roseville, CA | Nov 2020 - Current | 3 |
Steven Sanders, Sole Proprietor | Roseville, CA | Nov 2020 - Current | 3 |
Emerson Equity LLC | San Mateo, CA | Feb 2023 - Jul 2023 | < 1 |
Whitehall- Parker Securities, Inc. | Roseville, CA | Jan 2021 - Dec 2022 | 1 |
Independent Financial Group, LLC | San Diego, CA | Oct 2019 - Nov 2020 | 1 |
Independent Financial Group | San Diego, CA | Feb 2014 - Nov 2020 | 6 |
Independent Financial Group, LLC | San Diego, CA | Feb 2014 - Nov 2020 | 6 |
Davis Financial Advisors | Campbell, CA | Apr 2011 - May 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2007 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
- NV
- TX
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$105,224
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, NV, TX
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