How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Steven

ADVISOR PROFILE

Services Offered
Education Planning
Insurance Planning
Investment Planning
Retirement Planning

FOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: CAROLINA HURRICANES - KIDS AND COMMUNITY INVESTMENT RELATED: N ADDRESS OF BUSINESS: RALEIGH, NORTH CAROLINA, 27607 NATURE OF BUSINESS: NHL ALUMNI GAME TO BE PUT ON FOR CHARITY (KIDS 'N COMMUNITY FOUNDATION POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 4/7/2013 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Steven Halko MR.

Experience: 20 years / 1 firms

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