Steven Burch is a CFP-designated registered investment advisor, based in West Linn, OR, with 21 years of industry experience.
Location
22400 Salamo Road, Suite 200, West Linn, OR, 97068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns less than 10% of Modern Air Conditioning, Inc. and has no duties with the entity since 2005. He also owns 100% of Modern Hardware & Supply, Inc. with his wife, but the business has been closed since 2008; Steven also owns ViewPointe Wealth, LLC, a support company, and dedicates minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Usallianz Securities, INC.Broker
State Registrations18 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.