Steve Carlock Email and Phone Number

Steve Carlock transitioned to become an Independent Financial Advisor in 2003 with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. Raymond James Financial Services provides access to a full range of financial services for those who want to help preserve and increase their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you achieve your financial goals. Steve has volunteered as an instructor for FLI (Forever Learning Institute), each spring and fall for 16 years; Steve taught a class on investing in your retirement years for those who are 50 and older.Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition.Steve holds securities registrations in: Series 07, 24, 31, 63, 65 held through Raymond James Financial Services in the following states: AZ, CA, FL, GA, IA, IL, IN, MI, PA, SC, NE,TX, OH, and WA. In addition, Steve holds Life, Health, Auto and Home insurance licenses.Steve has been married to his wife Cindy for 40 years; together they have four children and twelve grandchildren.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCInvestment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Steve Carlock has been helping clients with their investment and insurance needs since 1990. Steve was a Financial Advisor with Edward Jones in South Bend, In. and managed the local Edward Jones office. In August of 2003 Steve transitioned to become an independent Investment Planner in order to help his current and future clients by opening the world of investing and insurance to them. Most of all, Steve wanted the ability to make unbiased recommendations using the nations leading investment companies

Steve was a Financial Advisor with Edward Jones in South Bend, In. and managed the local Edward Jones office. In August of 2003 Steve transitioned to become an independent Investment Planner in order to help his current and future clients by opening the world of investing and insurance to them. Most of all, Steve wanted the ability to make unbiased recommendations using the nations leading investment companies.