Steven Briggs (CRD# 6567788) is an Investment Advisor Representative working at Briggs Financial Inc. in Round Lake Beach, IL and has over 8 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Briggs Financial | Schaumburg, IL | Oct 2017 - Current | 6 |
| Spend Smarter In 28 Days | Round Lake Beach, IL | May 2017 - Current | 7 |
| Waddell & Reed | Schaumburg, IL | Oct 2015 - Current | 8 |
| Wizards Of The Coast | Renton, WA | Sep 2014 - Current | 9 |
| Pastimes, Inc. | Niles, IL | May 2014 - Nov 2015 | 1 |
| Self Employed | Jackson, MI | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
- IL
- MI
- MN
- TX
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$70,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, IL, MI, MN, TX
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