Stephen J. Aucamp
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephen J Aucamp, CFP® was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 2002. Stephen had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
December 5, 2014 - October 3, 2016
PRESIDIO CAPITAL ADVISORS LLC
May 2, 2007 - December 8, 2014
CONVERGENT WEALTH ADVISORS, LLC
May 2, 2007 - December 8, 2014
CITY NATIONAL SECURITIES, INC.
May 12, 2006 - May 2, 2007
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
September 29, 2004 - July 7, 2006
FORTIGENT SECURITIES COMPANY, LLC.
August 15, 2002 - January 2, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 2002 - January 2, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
PRESIDIO CAPITAL ADVISORS LLC
CRD#: 108531 / SEC#: 801-55261
Contact information
Red Flags
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