Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bright is a financial advisor with Beacon Pointe Advisors, LLC. Steven Bright is a licensed insurance agent and also provides consulting services. Steven Bright has been in the industry since 2007 and has worked at a variety of firms. Steven Bright holds the Series 6, Series 63, Series 65, and SIE licenses. Steven Bright primarily serves high-net-worth individuals, corporations and other businesses, and charitable organizations. Steven Bright is registered with the state of South Carolina.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/24/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
SC
08/03/2013 - 12/20/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENVILLE SC)
SC
03/10/2011 - 03/13/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENVILLE SC)
IA
Issued 04/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Steven Bright is the right advisor for you? Invested Better is here to help.
