Steve
Halsell

Pruco Securities, LLC

CRD#4990400
Investment Advisor
in Tallahassee, FL

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About this Advisor

Steve Halsell is a financial advisor based in Tallahassee, Florida, working with Pruco Securities, LLC. Steve has previously held positions at Pruco Securities, LLC and Prudential Insurance Company Of America. Steve has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Steve is part of Pruco Securities, LLC, which operates out of Tallahassee, Florida. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

281 Pinewood Drive
Tallahassee, FL 32303

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

FL Average: $10,121,009,343
Total Number of Employees

2,700

FL Average: 92
Total Number of Accounts

113,575

FL Average: 6,978
Average Account Size

$144,211

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Steve Halsell Work History

2006 - Present (18 years)

Pruco Securities, LLC

2006 - Present (18 years)

Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Steve Halsell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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David Lizarraga-Ponce
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Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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