SH
CFP
SH
CFP

Stephen Houser

27 Years of Experience
Rockledge, FL
BrokerSells Insurance

Stephen Houser is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rockledge, FL, with 27 years of industry experience. Stephen 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

391 Commerce Parkway, Ste 200, Rockledge, FL, 32955

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Stephen is the owner, CPA, and CFP of DHSH Financial Services, Inc. DBA Houser Financial Group, providing tax, accounting, financial, securities, and insurance services, dedicating about a quarter of his time. He also participates in several non-investment related activities, including a fishing charter business, a trustee role for a SIMPLE plan, and involvement with civic and social organizations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 22 yrs 2 mos
Cetera Financial Specialists LLCBroker
June 2004 - Present · 22 yrs 3 mos
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
January 1999 - September 2004 · 5 yrs 8 mos
Hochman & Baker Securities, INC.Broker
December 1998 - September 2004 · 5 yrs 9 mos
State Registrations8 states
ARFLGAMEMONCPAVA
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.
Stephen Houser - Financial Advisor | TrueAdvisor