SS
CFP
SS
CFP

Steven Savage

30 Years of Experience
Vancouver, WA
2 DisclosuresBroker

Steven Savage is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

201 NE Park Plaza Drive, Suite 261, Vancouver, WA, 98684

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2014
Customer Dispute
February 2005
Settled
Other Business Activities

Steven is an officer and board member for two non-profit organizations, dedicating minimal time to each. He is also the owner of Savage Investment Strategies, LLC, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2014 - Present · 11 yrs 5 mos
Raymond James Financial Services, INC.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Edward Jones
February 2007 - November 2014 · 7 yrs 9 mos
Edward JonesBroker
December 1995 - November 2014 · 18 yrs 11 mos
State Registrations16 states
AKAZCAGAIDILKSMDMNMTNENVOKORTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Steven Savage - Financial Advisor | TrueAdvisor