Brian Stephenson (CRD# 2734808) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Kennett Square, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holos Integrated Wealth, LLC | Kennett Square, PA | Mar 2024 - Current | < 1 |
| Arkadios Wealth Advisors | Atlanta, GA | Jun 2020 - Current | 3 |
| Arkadios Capital | Atlanta, GA | Jun 2020 - Dec 2023 | 3 |
| Triad Hybrid Solutions, Inc. | Norcross, GA | Jan 2016 - Jun 2020 | 4 |
| Triad Advisors, Inc. | Norcross, GA | Jan 2016 - Jun 2020 | 4 |
| Wells Fargo Advisors LLC | Wayne, PA | May 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- LA
- PA
- TX
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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