Larry
Steckler
Capital Financial Consultants Group, Inc
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About this Advisor
Larry Steckler is a certified financial planner who works out of Poway, California with 18 years of relevant experience. Steckler is currently employed by Capital Financial Consultants Group, Inc. Over the course of their career, they have held roles at Steckler & Wynns Financial Group, Independent Financial Group and Capital Financial Consultants Group. Steckler has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and California. Capital Financial Consultants Group, Inc is a registered investment firm headquartered in Poway, CA. The company has a total of 12 advisors. It controls $178 million in assets between its 1,304 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 1,304 customer accounts, 22% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on the type of financial services provided. Fees billed by Capital Financial Consultants Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Financial Consultants Group, Inc Brokerage Details
$177,647,433
12
1,304
$136,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Larry Steckler Work History
Larry has been registered as a financial advisor for 18 years.*
Capital Financial Consultants Group
Independent Financial Group
Steckler & Wynns Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Larry Steckler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Financial Consultants Group, Inc
Poway, CA
Poway, CA
Poway, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
