SG
CFP · ChFC
SG
CFP · ChFC
Steven Gideon
26 Years of Experience
Tumwater, WA
1 DisclosureBroker
Steven Gideon is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tumwater, WA, with 26 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
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Location
300 Deschutes Way S.W., Suite 106, Tumwater, WA, 98501
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2003Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2000 - Present · 26 yrs 3 mos
Previous Registrations
Keating Financial Advisory Services
September 2016 - August 2021 · 4 yrs 11 mos
Retirement Solutions, INC.
May 2003 - December 2004 · 1 yr 7 mos
Raymond James Financial Services
March 2001 - January 2009 · 7 yrs 10 mos
State Registrations21 states
AKARAZCACOFLHIIDKSMEMOMTNCNMNVOHORPATXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.