Advisor at G.C. Steele & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
G.C. Steele & Company
Location
Solvang, CA
Credentials
CFP®, Series 63
Industry experience
8 years
Fixed fees mentioned in SEC Form ADV Part 1 but no specific amounts stated in brochure
Hourly charges mentioned in SEC Form ADV Part 1 but no specific rates stated in brochure
Fee-only: Fee-only financial planning and investment management
G.C. Steele & Company
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 63
Solvang, CA
Edward Jones
Series 66
Buellton, CA
Edward Jones
Series 66
Santa Ynez, CA
Edward Jones
Series 63
Buellton, CA
The J R Baker Group
CFP®, Series 63
Solvang, CA
Financial Telesis Company
Series 63, Series 65
Santa Barbara, CA
Lambert Capital Management
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