Steven Markel (CRD# 2988882) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sugar Hill, GA and has over 26 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 3012105
Lpl Financial LLC
CRD# 5338514
Rollins Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sugar Hill, GA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services | Lilburn, GA | Jul 2003 - Jan 2024 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- GA
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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