Steven Antunes (CRD# 5897151) is an Investment Advisor Representative working at Growthfocus Wealth Management LLC in Swansea, MA and has 1 year of experience in the finance industry. Steven Antunes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Growthfocus Wealth Management, LLC | Somerset, MA | Jan 2020 - Current | 4 |
| Sk Wealth Management, LLC | Providence, MA | Jun 2017 - Jan 2020 | 2 |
| Citizens Bank | Providence, RI | Aug 2014 - May 2017 | 2 |
| Unemployed | Swansea, MA | May 2014 - Jul 2014 | < 1 |
- MA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$257,164
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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