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professional profile

Steven Roger Pickard, CFP

IAR Daniel Island, SC CRD 4556595 Last verified October 2026

Overview

Steven Roger Pickard is an investment adviser representative based in Daniel Island, SC, with 24 years in the industry.

Years in the industry
24
States registered
2
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 65
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2012

Book and practice

Firm assets under management on file

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