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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven McBrayer is a financial advisor with Prime Capital Financial, a firm with a history of providing investment advice and financial planning services. Steven has been in the industry since 2007 and has a broad range of experience working with clients in the financial services sector. Steven's expertise is focused on providing investment advice and financial planning services to individuals, high-net-worth individuals, and retirement plans.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
CA
09/06/2023 - Present
Prime Capital Financial (Costa Mesa CA)
OR
02/23/2023 - 09/06/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
07/23/2018 - 02/10/2020
CHARLES SCHWAB & CO., INC. (Portland OR)
CA
11/30/2017 - 05/18/2018
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
02/27/2014 - 01/17/2017
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
05/01/2007 - 03/10/2014
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
02/06/2006 - 05/10/2007
MML INVESTORS SERVICES, INC. (SAN DIEGO CA)
BC
Issued 05/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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