Steven Loney
Steven Loney is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tempe, AZ, with 13 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
Tempe, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a partner in Jaamjomex, LLC (real estate in Mexico) and manages an office building through Jaamjo LLC. He is also a shareholder in LONEY FINANCIAL, P.C. working as a CPA and tax/business consultant nearly full-time, and a representative for AVANTAX INSURANCE SERVICES selling life, long-term care, and health insurance and annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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