Years of Experience
5-20+ Years
WILMINGTON, DE
28 Years Experience
4 Disclosures
ADVISOR BIO
Stephen Lovell is a financial advisor with Realta Investment Advisors, Inc. Stephen has over 26 years of experience in the financial services industry. Stephen has a Series 7, Series 6, Series 24, Series 31, Series 6TO, Series 79TO and SIE. Stephen is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Stephen specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Stephen has worked for a number of prominent financial institutions, including Lincoln Financial Advisors Corporation, LPL Financial LLC, and Kingswood Capital Partners, LLC. Stephen has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS
WILMINGTON, DE
28 Years Experience
1 Disclosures
ADVISOR BIO
Stephen McDermott is a financial advisor with over 25 years of experience in the industry. Stephen is registered as a Registered Representative and Investment Advisor Representative in Delaware, Maryland, and Texas, and is active in broker-dealer and investment advisor roles. Stephen has been associated with Osaic Wealth, Inc. since January 2025. Previously, Stephen was registered with M&T Securities, Inc. in Delaware, Wilmington Brokerage Services Company in Delaware, UBS PaineWebber Inc. in New Jersey, and Legg Mason Wood Walker, Incorporated in Maryland. Stephen is a Series 7, 9, 10, 63, and 65 licensed professional.
SPECIALIZATIONS
WILMINGTON, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Anthony Rifici is a financial advisor with Ameriprise Financial Services, LLC. Stephen has been in the industry since September 7, 2001. Stephen has a Series 66 license, as well as Series 7 and SIE licenses. Stephen is registered in 27 states and the District of Columbia for securities and investment advisory services. Stephen is also registered in 3 states for investment advisory services only. Stephen's current firm is Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Minneapolis, Minnesota. The firm has offices in 27 states. Stephen's office is located in Wilmington, Delaware. Stephen is a Certified Financial Planner and has a long history of providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS
WILMINGTON, DE
45 Years Experience
3 Disclosures
ADVISOR BIO
Steven Quinly is an Investment Advisor Representative with Realta Investment Advisors, Inc. Steven has been in the industry since January 1980. Steven has worked at Realta Equities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven has a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Steven has a total of 8 active registrations in states including Alaska, Arkansas, California, Nevada, Oregon, Pennsylvania, Texas, and Washington. Steven's areas of specialization are Asset Management, Fixed Income, Insurance, Mutual Funds, Retirement Planning and Stocks. Steven is also a member of the Contra Costa County Treasurer oversight committee.
SPECIALIZATIONS
WILMINGTON, DE
2 Disclosures
ADVISOR BIO
Steven Horn is a financial advisor at Realta Investment Advisors, Inc. located in Wilmington, Delaware. Steven has over 20 years of experience in the financial services industry. Steven has worked with clients from all walks of life, including high-net-worth individuals, businesses, and retirement plans. Steven is dedicated to providing his clients with personalized financial advice and services that meet their individual needs. Steven holds a Series 63, Series 66, Series 7 and Series 24 licenses. Steven is also a Registered Investment Advisor (RIA).
SPECIALIZATIONS
WILMINGTON, DE
26 Years Experience
0 Disclosures
ADVISOR BIO
Steven Daniel Duncan is a financial advisor at Ameriprise Financial Services, LLC. Steven has been in the industry since 1998 and holds a Series 7, Series 10, Series 9, Series 24, Series 52TO, Series 63, and Series 65. Steven has been registered with Ameriprise Financial Services, LLC since 2009. Steven is also a Certified Financial Planner. Steven has worked with clients in a variety of industries including trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
SPECIALIZATIONS
Wilmington, DE
19 Years Experience
1 Disclosures
ADVISOR BIO
Steven Thomas Lucas is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Steven has been in the industry since 2006, holding Series 63, 66, and 7 licenses, as well as the SIE. He is a Certified Financial Planner and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Steven has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized advice and guidance.
SPECIALIZATIONS
Wilmington, DE
24 Years Experience
0 Disclosures
ADVISOR BIO
Steven Lester Shimp is a financial advisor with Ameriprise Financial Services, LLC, based in Wilmington, DE. Steven has been in the financial services industry since August 25, 2000, holding a Series 66, Series 7 and SIE license. Steven is registered with the state of Delaware and Texas, and works with individuals, trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. In addition to his role at Ameriprise, Steven also owns mineral rights to land in Harrison County, West Virginia.
SPECIALIZATIONS
WILMINGTON, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
Stuart Cameron is a registered investment advisor representative with Cetera Investment Advisers LLC. Stuart is based in Wilmington, Delaware and has over 20 years of experience in the financial services industry. Stuart's registrations include series 7, 24, 53, 63, and 66. Stuart is licensed to offer investment advice in Alabama, California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and West Virginia. Stuart offers financial planning, pension consulting, and portfolio management services for individuals and businesses. In addition to investment advisory services, Stuart also provides independent insurance services.
SPECIALIZATIONS
WILMINGTON, DE
17 Years Experience
0 Disclosures
ADVISOR BIO
Suanne Beacham is a financial advisor in Wilmington, DE. Suanne has been working in the securities industry since 2004. Suanne is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Suanne has passed the Series 66, Series 7 and SIE exams. Suanne has 51 state licenses.
SPECIALIZATIONS
