Larry J. Steckler
Professional summary
Larry Jerome Steckler, CFP®, who also goes by Larry Steckler, is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California and INDEPENDENT FINANCIAL GROUP, LLC located in Poway, California.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Larry has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Jerome Steckler's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
February 2, 2024 - Present
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Office #1: 14259 Danielson St., Poway, CA 92064February 22, 2011 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 14259 Danielson Street, Poway, CA 92064February 23, 2011 - July 18, 2011
INDEPENDENT FINANCIAL GROUP, LLC
March 23, 2005 - April 3, 2024
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
August 14, 2003 - February 11, 2011
QA3 FINANCIAL LLC
August 14, 2003 - February 11, 2011
QA3 FINANCIAL CORP.
June 25, 2001 - August 12, 2003
HORNOR, TOWNSEND & KENT, LLC
June 19, 2001 - August 12, 2003
HORNOR, TOWNSEND & KENT, LLC
June 15, 1995 - July 19, 2001
THE ADVISORS GROUP, INC.
Primary Firm SEC Registration
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/27/2016)
(2/22/2011)
(2/22/2011)
(2/2/2024)
(6/23/2022)
(2/22/2011)
(5/18/2023)
(1/27/2015)
(6/28/2011)
(9/9/2011)
(5/9/2016)
(2/22/2011)
(2/22/2011)
(2/22/2011)
(8/8/2011)
(12/2/2011)
(2/22/2011)
(5/6/2016)
(7/1/2019)
(2/22/2011)
(4/11/2025)
(2/22/2011)
(8/4/2020)
(1/29/2016)
Exams
FINRA
Current Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,249 |
| AUM (Assets Under Management) | $ 247,832,269 |
Red Flags
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