Steven Rawlins is a registered investment advisor, based in Jacksonville, FL, with 14 years of industry experience.
4651 Salisbury Road, Suite 185, Jacksonville, FL, 32256
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Steven is involved in several outside business activities, including chairman positions at educational and professional organizations, president of MSW Wealth Advisors LLC and MSW Leasing Inc, and president of a CPA firm. He also serves as treasurer and president for the Florida District Exchange Club; none of these activities appear to be insurance-related.
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.