Steven Kurta
Steven Kurta is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
1011 Sunset Blvd, Rocklin, CA, 95765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as an Investment Support Representative for Addison Avenue Investment Services and First Tech Federal Credit Union, dedicating about half his time to each. Steven also owns rental property, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wachovia Securities, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations52 states
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