![Colin Stevens, financial advisor Doylestown PA](/img/ws/profile-blank-sq.png)
Colin Stevens (CRD# 7234526) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
![Frank Speace, financial advisor Doylestown PA](/img/ws/profile-blank-sq.png)
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
![Mostafa Aamer, financial advisor Doylestown PA](/img/ws/profile-blank-sq.png)
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Oppenheimer | Doylestown, PA | Oct 2021 - Current | 2 |
Door Dash | Doylestown, PA | May 2021 - Oct 2021 | < 1 |
The Loft | Tannersville, PA | Nov 2020 - May 2021 | < 1 |
North Western Mutual | Doylestown, PA | Apr 2020 - Nov 2020 | < 1 |
Tommy Hilfiger | Tannersville, PA | Nov 2019 - Apr 2020 | < 1 |
East Stroudsburg University | East Stroudsburg, PA | Sep 2019 - Nov 2019 | < 1 |
Venue Flooring | Doylestown, PA | Jun 2019 - Sep 2019 | < 1 |
East Stroudsburg University | East Stroudsburg, PA | Aug 2017 - Sep 2019 | 2 |
Central Buck East Highschool | Doylestown, PA | Aug 2014 - Aug 2017 | 3 |
Holicong Middle School | Doylestown, PA | Aug 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- PA
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Total Assets Under Management27,451MILLIONS
-
Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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