Unclaimed
Steven Edwin Fairchild is a financial advisor with over 40 years of experience in the financial services industry. He is registered with LPL Financial LLC and Fairchild Financial Advisors, Inc. in California. He is also registered in Texas as an investment advisor representative with Fairchild Financial Advisors, Inc. His areas of specialization include retirement planning, college savings, estate planning, and insurance. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
CA
11/29/2017 - Present
LPL Financial LLC (FOLSOM CA)
CA
11/03/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (FOLSOM CA)
MA
02/07/1984 - 11/10/1999
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
03/10/1982 - 02/06/1984
FINANCIAL PLANNERS EQUITY CORPORATION
NA
05/19/1978 - 03/11/1982
KIDDER, PEABODY & CO. INCORPORATED
NA
03/01/1978 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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