Steven Dalton is a CFP, ChFC-designated registered investment advisor, based in Tucson, AZ, with 17 years of industry experience.
Location
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a board member of the Mary Gale Foundation, providing operational support and grant approvals, dedicating minimal time. He is also the owner of Magnolia Wealth Advisors LLC, an S corp for tax purposes, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Brophy Wealth Management, LLC
Apw Capital, INC.Broker
Brophy Wealth Management, LLC
Lincoln Financial Securities CorporationBroker
State Registrations21 states
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