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Steven Todd Irwin

Foresight Investment Advisors, LLC

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About Steven Todd Irwin

Steven Irwin is an investment advisor representative with Foresight Investment Advisors, LLC in Hot Springs, AR. Steven has been in the industry since 1989 and has experience in both the securities and investment advisory fields. Steven has passed the Series 63 and Series 65 exams, and has been registered as an investment advisor representative in Arkansas since 2010. Steven has also been involved in the insurance industry as an agent for The Irwin Agency, Inc. and Arkansas Retirement Consultants, LLC.

Firm Information

Steven Irwin is currently registered with Foresight Investment Advisors, LLC. Foresight Investment Advisors, LLC is an investment advisor with 3 investment advisor representatives and 1 licensed agent. The firm manages $121,168 in assets for 2 individuals. Foresight Investment Advisors, LLC provides portfolio management services for individuals and market timing services.

$121,168

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Irwin’s Registration & Firm History

AR

12/22/2010 - Present

Foresight Investment Advisors, LLC (HOT SPRINGS AR)

IA

03/08/2010 - 11/29/2010

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)

FL

04/02/2007 - 10/03/2007

1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)

CA

06/25/2002 - 04/05/2005

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

FL

01/03/2002 - 05/17/2002

1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)

CA

08/22/2000 - 12/19/2001

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

CA

08/14/1999 - 09/09/1999

SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)

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Licenses & Designations

IA

Issued 12/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Todd Irwin.
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