Unclaimed Profile

Tammy Lynn Steffen

FIRST FINANCIAL EQUITY CORPORATION·SCOTTSDALE, Arizona

FIRST FINANCIAL EQUITY CORPORATION

7373 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253CRD# 1110808Firm CRD# 16507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tammy Lynn Steffen · SCOTTSDALE, AZ

Registration

CRD #1110808 · FIRST FINANCIAL EQUITY CORPORATION

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Tammy Lynn Steffen is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with FIRST FINANCIAL EQUITY CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIRST FINANCIAL EQUITY CORPORATION

AUM

$2.4B

Regulatory assets under management

Employees

174

Total firm employees

View all advisors at FIRST FINANCIAL EQUITY CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1110808

Firm CRD# 16507

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tammy Lynn Steffen offer?

Tammy Lynn Steffen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Tammy Lynn Steffen's credentials?

Tammy Lynn Steffen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tammy Lynn Steffen located?

Tammy Lynn Steffen is based in SCOTTSDALE, Arizona, working with FIRST FINANCIAL EQUITY CORPORATION. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Tammy Lynn Steffen charge for services?

Tammy Lynn Steffen's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST FINANCIAL EQUITY CORPORATION?

FIRST FINANCIAL EQUITY CORPORATION has approximately 174 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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