Stephen Coffman, financial advisor Crozet VA

Stephen Coffman

CRD Number: 2529068
Current Firm: Wealthcare Advisory Partners LLC

Stephen Coffman (CRD# 2529068) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Crozet, VA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Crozet, VA Oct 2020 - Current 3
Wealthcare Advisory Partners LLC Crozet, VA Oct 2020 - Current 3
United Brokerage Services, Inc. Parkersburg, WV Feb 2013 - Oct 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Stephen L. Coffman
Phone Number: 804.644.4711
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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