Advisor at LTC Wealth Management, LLC
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Firm
LTC Wealth Management, LLC
Location
Tempe, AZ
Credentials
Series 63, Series 65
Industry experience
15 years
Steven Dabbs is the principal of LTC Wealth Management, LLC, an independent advisory firm based in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Dabbs has been with LTC Wealth Management since 2017 and has held roles at various related entities, including insurance and senior residential placement services. LTC Wealth Management serves individual and high-net-worth clients, providing financial consulting and portfolio management through the SEI Asset Management Program. The firm offers investment advice on a primarily non-discretionary basis and also provides education and consulting in retirement, tax, estate, and long-term care planning.
Based on LTC Wealth Management, LLC
up to 1.50% annually
Tempe, AZ
Arizona
LTC Wealth Management, LLC
2017 - Present (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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