Some informations about Steve Lelli:
Senior Vice President, Financial Advisor, Branch Manager at Dadavidson Companies
Steve is based in Bend, Oregon.
CSU Chico
As a Financial Consultant, my experience combines with the resources of D.A. Davidson & Co. to provide clients with financial and investment services for every phase of their financial lives. Services include: • Financial planning • Estate planning • Portfolio management • IRAs, retirement and pension plan services • Managed assets programs • College planning • Mutual funds • Trust planning through Davidson Trust Co.

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