Steven Leach
Steven Leach is a registered investment advisor at Cetera Investment Advisers LLC, based in Beaumont, CA, with 22 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
726 Beaumont Ave, Beaumont, CA, 92223
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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 is an insurance agent for Partners Advantage and an independent insurance agent selling fixed insurance, dedicating full-time hours to the latter. He also provides 401(k) support and registration services for Paychex and owns Sensible Adviser, where he sells and services insurance, securities, and investment products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
PFS Investments INC.Broker
State Registrations8 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.