(HOUSTON, Texas) — Jeff Steiner has joined forces with Sterling Portfolio Managers and LPL Financial as an Independent Advisor and Wealth Consultant. Jeff brings with him more than 20 years of experience in the Financial Services Industry. Jeff has earned the CFP® CRPC® designations and holds his 7 and 65 registrations with LPL Financial.
Jeff chose to affiliate with Sterling Portfolio Managers and LPL Financial because of their client-centered focus, the ability to access industry leading technology and resources that make servicing his clients’ needs even easier. “I am excited to join Sterling Portfolio Managers and LPL Financial. With the technology and resources I now have at my fingertips, I can serve my clients’ needs better than ever.”
President of Sterling Portfolio Managers, Mark E. Lawrence, commented, “Jeff has built a trusted reputation and has a long history of providing his clients with the advice they need to pursue their financial goals. We look forward to supporting him as he continues to grow his thriving practice.”
Jeff graduated from the University of Washington with a B.A. in Business. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation, as well as the Chartered Retirement Planning Counselor® certification from the College for Financial Planning.
When not serving clients, Jeff enjoys spending time with his wife (Jennifer) and son (Mathias) at the many local attractions Houston has to offer. As a sports enthusiast, Jeff enjoys Texas Longhorn Football, Washington Husky athletics, and playing golf. Jeff is also active in the Northwest Aquatics League and Gulf Swimming, where his son is a competitive swimmer. Jeff Steiner can be reached at 832.912.4272 or jeff.steiner@sterlingportfolios.com.
About Sterling Portfolio Managers
Sterling Portfolio Managers is an independent, full-service financial services firm, committed to providing custom strategies, utilizing the latest software and technology to build portfolios and retirement plans designed to work toward financial security for individuals, families, and business owners. As independent representatives of LPL Financial, the team at Sterling Portfolio Managers has more than fifty years of combined experience helping individuals and businesses all over the United States work toward achieving
their financial goals.
For Financial Advisors, Sterling Portfolio Managers provides a simple, turn-key office solution. For advisors who possess an entrepreneurial spirit, we offer the ability to utilize our well-appointed office space, advanced software, technology, and experienced staff to promote and grow their businesses through the Independent channel. Advisors who partner with Sterling Portfolio Managers can focus solely on building client relationships, growing their practices, and enjoying some of the highest payouts in the industry…while we take care of the rest. One might even say that Sterling Portfolio Managers offers advisors seeking independence “the best of both worlds”. For more information, please visit www.SterlingPortfolios.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $540 billion in brokerage and advisory assets as of May 31, 2017. LPL is one of the fastest growing RIA custodians and the nation's largest
independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017). The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life's aspirations into financial realities. Financial advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $135 billion in retirement plan assets, as of March 31, 2017. Additionally, LPL supports approximately 3,900 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,300 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.
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