Steven Brackman is a registered investment advisor, based in High Point, NC, with 13 years of industry experience.
Location
300 N. Main Street Fl2, High Point, NC, 27260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a co-trustee of his wife's trust since 2020, dedicating about 10-20% of his time. He also works as an associate/employee for Capstone Investment Partners, Pinnacle Asset Management, and Pinnacle Financial Partners/Pinnacle Bank, spending about 10-20% of his time on each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations13 states
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