Stephen Harvey (CRD# 7509290) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 2 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cx Institutional | Woodway, TX | Feb 2022 - Current | 2 |
Strata Trust Company | Waco, TX | Apr 2021 - Feb 2022 | < 1 |
Home Zone Furniture | Waco, TX | Jul 2020 - Apr 2021 | < 1 |
Loma Linda Medical Center | Loma Linda, CA | Nov 2018 - Jul 2020 | 1 |
Pechanga Casino Resort | Temecula, CA | Jun 2018 - Nov 2018 | < 1 |
Mission Ambulance | Corona, CA | Mar 2017 - Nov 2018 | 1 |
Chino Valley Medical Center | Chino Valley, CA | Jan 2018 - Jun 2018 | < 1 |
Woodcrest Christian School | Riverside, CA | Mar 2016 - Mar 2017 | 1 |
Opr Communications | Riverside, CA | Oct 2015 - Mar 2016 | < 1 |
California Baptist University | Riverside, CA | Sep 2011 - Oct 2015 | 4 |
Lifeway Christian Store | Riverside, CA | Jul 2014 - Apr 2015 | < 1 |
Steve Adams Congressional Campaign | Riverside, CA | May 2013 - Nov 2014 | 1 |
Jcpenney | Riverside, CA | Oct 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- TX
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- 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
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