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Steven Tyler Tisdell

Advisor at Equitable Advisors — Mount Lookout, WV

Updated today

Credentials

Series 66

Experience

18 years

Location

Mount Lookout, WV

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 967 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Steven Tisdell is a financial advisor with Equitable Advisors, holding a Series 66 license and 18 years of industry experience. He has worked at Equitable Advisors since 2008, including its predecessor AXA Advisors, LLC. He is the managing partner of Licentia Financial, LLC, an entity he owns but does not actively use for business purposes. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual-registered model that relies heavily on LPL-sponsored programs and various endorsed TAMPs.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Mount Lookout, WV

Mount Lookout WV

Advisors at this office

1

Most active in

Texas · Virginia · West Virginia

Work history

18 years of industry experience

Equitable Advisors

2008 - Present • 18 years

New York, NY

AXA Advisors, LlC

2008 - 2020 • 12 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Micah M

Series 65

Summersville, WV

Legacy Advisors

Micah Mysiuk is a Series 65-licensed advisor at Legacy Advisors with two years of industry experience. His prior work includes roles at Charm City Capital, LLC and the University of Baltimore's Bob Parson Veteran Center. Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm employs a risk-aware investment approach using ETFs, mutual funds, bonds, individual stocks, and options strategies, with a focus on both discretionary and non-discretionary management.

Options & derivatives strategies
user avatar

Corey B

Series 63, Series 66

Summersville, WV

United Brokerage Services, INC

Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.

Tax-loss harvesting Wealth management
user avatar

Carl J

Series 66

Summersville, WV

Equity Services, inc.

Carl Johnson II is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and National Life Group. Outside of advisory work, he is a volunteer youth soccer coach in Summersville, WV. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and retirement plans. The firm offers multiple advisory platforms using a mix of third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
user avatar

Jeffrey R

Series 66, Series 63

Summersville, WV

Equitable Advisors

Jeffrey Rader is a financial advisor with Equitable Advisors in Summersville, WV, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at West Virginia University and Ferguson Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes various LPL-sponsored programs and endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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