Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Trowbridge is a financial advisor at LPL Financial LLC, and is currently located in Prattville, Alabama. Steve has over 30 years of experience in the financial services industry. Steve has a broad range of experience and has worked with clients in various industries such as corporations, pension and profit sharing plans, and individuals. Steve has a strong commitment to serving his clients and ensuring their financial goals are met. Steve provides a wide range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
06/20/2024 - Present
LPL Financial LLC (PRATTVILLE AL)
AL
03/08/2022 - 06/04/2024
NEWBRIDGE SECURITIES CORPORATION (HOOVER AL)
AL
02/10/2021 - 08/23/2021
BBVA SECURITIES INC. (TRUSSVILLE AL)
AL
05/09/2019 - 01/25/2021
NEWBRIDGE SECURITIES CORPORATION (HOOVER AL)
AL
11/24/2015 - 04/12/2019
KESTRA INVESTMENT SERVICES, LLC (HOOVER AL)
AL
10/23/2015 - 11/19/2015
SECURITIES AMERICA, INC. (Hoover AL)
AL
05/23/2014 - 10/23/2015
SECURITIES AMERICA, INC. (Hoover AL)
AL
02/26/2009 - 05/07/2014
STERNE AGEE FINANCIAL SERVICES, INC. (HOOVER AL)
AL
08/15/2008 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
10/15/2003 - 08/15/2008
COLONIAL BROKERAGE, INC. (CLANTON AL)
FL
06/18/2003 - 10/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
04/23/2003 - 06/09/2003
FRANK CHAPPELLE & CO., INC. (BIRMINGHAM AL)
AL
08/12/1998 - 04/23/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AZ
03/04/1997 - 08/11/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
11/01/1995 - 03/13/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/01/1995 - 03/13/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/19/1993 - 09/25/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/19/1993 - 09/25/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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