Steven Lindquist
Steven Lindquist is a registered investment advisor at Cetera Investment Advisers LLC, based in Reno, NV, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9770 S Virginia St, Reno, NV, 89511
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed insurance products (life, health, disability, annuities, long-term care, and voluntary employee benefits) as a representative since 2012. He also works full-time for Great Basin Credit Union DBA Great Basin Financial Services and spends a few hours per week offering investment services for Financial Horizons Investment & Insurance Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Allstate Financial Services, LLCBroker
Nylife Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.