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Steve Markey is a registered investment advisor, based in San Antonio, TX, with 30 years of industry experience.
Location
1100 NE Loop 410 Suite 300, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1997Closed-No Action
Other Business ActivitiesSells Insurance
Steve is the President & CFO of Home Fashion Technologies, Inc., and a partner in Whitestone Financial Group/Whitestone Wealth Management Services, which includes both investment and fixed insurance practices. He also dedicates minimal time to HFCC, Inc., San Antonio Area Foundation, Cork County Investors, LLC, Cork County Investors #2, LLC, and Securities America Advisory.
Employment History
Current Registrations
Arkadios CapitalBroker
March 2022 - Present · 4 yrs 4 mos
Arkadios Wealth Advisors
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - March 2022 · 1 yr 8 mos
Securities America Advisors, INC.
July 2020 - March 2022 · 1 yr 8 mos
Investacorp Advisory Services INC
August 2006 - July 2020 · 13 yrs 11 mos
Investacorp, INC.Broker
July 2006 - July 2020 · 14 yrs
Lincoln Financial Advisors Corporation
September 1998 - August 2006 · 7 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
September 1998 - August 2006 · 7 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
August 1996 - June 2006 · 9 yrs 10 mos
First Financial Investment Securities, INC.Broker
July 1996 - November 1998 · 2 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
April 1995 - July 1996 · 1 yr 3 mos
The Lincoln National Life Insurance CompanyBroker
April 1995 - July 1996 · 1 yr 3 mos
State Registrations11 states
ARAZCACOFLMINYORTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.