Steven
Majoris
Advisors Asset Management, Inc
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About this Advisor
Steven Majoris is a financial advisor operating out of Boerne, Texas, who has 9 years of relevant experience. Majoris is currently employed by Advisors Asset Management, Inc. Throughout their career, Majoris has worked at Rowen University, Lincoln Financial Advisors, Unknown, The Investment Center Inc, Ic Advisory Services Inc and Advisors Asset Management, Inc. Majoris has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and Texas. Advisors Asset Management, Inc is a financial advisory firm that has its headquarters in Monument, CO. The firm has offices in nine locations and a total of 253 people on staff. It manages $4 billion in assets among its 1,634 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 1,634 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Advisors Asset Management, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial advisory fee schedules usually vary depending on the type of financial services offered. Fees billed by Advisors Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,740,185,737
253
1,634
$2,288,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Steven Majoris Work History
Steven has been registered as a financial advisor for 9 years.*
Advisors Asset Management, Inc
Ic Advisory Services Inc
Lincoln Financial Advisors
Unknown
The Investment Center Inc
Rowen University
*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 Majoris 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 Advisors Asset Management, Inc
Boerne, TX
Lisle, IL
Olathe, KS
New York, NY
Dunwoody, GA
Princeton, NJ
Boca Raton, FL
Lisle, IL
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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