Broker Check

Steve McHale, CFP®

Senior Vice President, Wealth Advisor

713-527-3442

smchale@sovereigngrp.com

Steve McHale, CFP®

Steve is a graduate of the United States Military Academy at West Point, NY and earned a Masters in Business Administration from the University of Houston. He has over 20 years of experience in the financial industry having served as a Wealth Management / Financial Advisor in the Private Client Groups at Merrill Lynch and Southwest Securities prior to joining LPL. Steve’s experience includes providing financial advice and services to small and mid-size companies, as well as investment management for individuals and families.

Credentials

State Securities Law Exam
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam
Series 31 – Futures Managed Funds Examination
Series 7 – General Securities Representative Examination

Series 63, 31 and 7 held through LPL Financial. Series 65 held through Sovereign Wealth Advisors, LLC

State Registrations
Colorado, New York, Texas, Washington

SRO Registrations
FINRA

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
Learn More
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
Learn More

Let's talk about how we can help you reach your financial goals.

Thank you!
Oops!