Steven
Makinson
Pruco Securities, LLC
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About this Advisor
Steven Makinson is a financial advisor working out of Charlotte, North Carolina with 10 years of industry experience. Makinson is currently employed by Pruco Securities, LLC. Throughout their career, Makinson has worked at New York Life, Nylife Securities LLC, Eagle Strategies LLC, Pruco Securities LLC, The Prudential Insurance Company Of America and Hunters Insurance And Financial Services. Makinson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina, South Carolina and Texas. Pruco Securities, LLC is an advisory company headquartered in Newark, NJ. The firm has offices in 42 locations and a total of 2,500 financial advisors. It oversees $14 billion in assets across its 106,737 client accounts, making it one of the biggest firms in the country by assets under management. Of its 106,737 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. Fee types billed by Pruco Securities, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
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
Steven Makinson Work History
Steven has been registered as a financial advisor for 10 years.*
Hunters Insurance And Financial Services
Pruco Securities LLC
The Prudential Insurance Company Of America
New York Life
Nylife Securities LLC
Eagle Strategies LLC
*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 Steven Makinson 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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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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