Steve Tawadrous
Steve Tawadrous is a registered investment advisor at Cetera Investment Advisers LLC, based in Southlake, TX, with 17 years of industry experience. Steve 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
2106 E. State Highway 114 Ste. 101, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Criminal
June 2001Other Business ActivitiesSells Insurance
Steve is an insurance agent selling life, health, fixed annuities, and long-term care insurance, dedicating full-time hours to this. He also works full-time as a financial professional for Totus Wealth Management LLC and owns Cornerstone Wealth Group, both DBAs for financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Fidelity Brokerage Services LLCBroker
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.