Steven Hollimon
President at Patrick Lewis Investment Group
Based in Long Beach, United States
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Seniority
C-Team
Department
General Business & Management
Location
Long Beach
Industry
—
Company size
1
Contact information
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s•••••••@plfgonline.com
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Background
About Steven Hollimon
I am originally from the Augusta Georgia area. After graduating high school, I served for over 6 years in the United States Navy which included a World Tour of duty on board the U.S.S. Vangegrift (FFG 48) and duty during the Gulf War. While in the U.S. Navy, I was part of the 15 man All Navy Allstar Softball team and competed against the Army, Marines and Air Force Allstar teams in 1986 in Jacksonville, Florida and again in 1987 in Little Creek, Virginia. I specialize in retirement strategies, 401 (K) rollovers, pension plan rollovers, life insurance, long term care insurance and asset protection. Since I have committed time to the community by way of my community outreach programs and educational workshops. I have donated my time and services as a member of the Downey Ca. Committee on Aging and the Agencies and Programs on Aging for the city of Long Beach, Ca. I have over 30 years of management and training experience and I'm multi-state FINRA insurance licensed. I also carry securities licenses 6, 63 and 26."My Mission" is to help my clients and their families work toward their financial and retirement goals. I do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth."My Philosophy" is that it has always been my experience that investment success is determined through an unwavering commitment to set of clearly defined investment principles. Collectively, these principles define my investment philosophy : Putting an investment strategy in place is crucial. Every investor should have an investment policy statement. Market timing doesn't work. Long - Term investors should stay fully invested unless it is clearly imprudent to do so. I have made a commitment to excellence in everything that I do. At all times, I work to meet - then exceed - my clients unique needs and expectations. I serve as an advocate to my clients. My goal is to be an extra set of eyes and ears for them. I want to anticipate my clients needs and solve problems before they arise. I seek to help my clients manage the long-term decisions that ultimately determine the wealth they and their families may accumulate. Securities are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: Ca. and Or. Steven Lewis Hollimon and Centaurus Financial, Inc. are not affiliated.
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