Stephen C. Power
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 Charles Power, CFP®, who also goes by Steve Power, was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 1977. Stephen had worked at 11 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1998
Experience
January 17, 2018 - August 27, 2026
GAP FINANCIAL SERVICES OR GAP FINANCIAL
August 5, 2013 - November 22, 2013
FINANCIAL LIFE ADVISORS
December 15, 2008 - December 23, 2008
NEW ENGLAND SECURITIES
January 7, 2004 - August 14, 2007
USAA FINANCIAL ADVISORS, INC.
August 25, 2000 - August 14, 2007
USAA FINANCIAL PLANNING SERVICES
April 27, 1993 - December 31, 2003
USAA INVESTMENT SERVICES COMPANY
February 19, 1993 - April 20, 1993
DOMINION INVESTMENT BANKING, INC.
December 15, 1989 - June 17, 1991
GROVE POINT INVESTMENTS, LLC
September 5, 1986 - January 19, 1988
CARILLON INVESTMENTS, INC.
November 29, 1984 - November 18, 1987
GROVE POINT INVESTMENTS, LLC
August 12, 1983 - November 19, 1984
CARDELL & ASSOCIATES, INCORPORATED
November 1, 1977 - August 29, 1983
VERAVEST INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 10/25/1977
Registered Representative ExaminationCurrent Firm
GAP FINANCIAL SERVICES OR GAP FINANCIAL
CRD#: 288703 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 98,630,421 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
