Stephen BlackCRD Number: 4273023
Current Firm: Arbor Point Advisors
Stephen Black (CRD# 4273023) is an Investment Advisor Representative working at Arbor Point Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Arbor Point Advisors||Overland Park, KS||Oct 2017 - Current||5|
|Securities America, Inc.||Overland Park, KS||Oct 2017 - Current||5|
|Summit Brokerage Services, Inc.||Leawood, KS||Sep 2016 - Oct 2017||1|
|Summit Financial Group, Inc.||Boca Raton, FL||Sep 2016 - Oct 2017||1|
|Vsr Advisory Services||Overland Park, KS||Jan 2009 - Sep 2016||7|
|Vsr Financial Services, Inc.||Overland Park, KS||Sep 2008 - Sep 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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