Stephens
Stephens (CRD# 3496) is a financial advisory firm headquartered in Little Rock, AR. They manage $13,609,251,985 in 21,368 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management13,609MILLION
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Total Number of Accounts21,368ACCOUNTS
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Average Account Value$636,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John White (CRD# 465169) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 41 years of experience in the finance industry.
John Whitman (CRD# 2149715) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 32 years of experience in the finance industry.
Kimberley Whittle (CRD# 4729888) is an Investment Advisor Representative working at Stephens in Rogers, AR and has over 17 years of experience in the finance industry.
Louis Wilson (CRD# 1243846) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 40 years of experience in the finance industry.
Christopher Wiltse (CRD# 722721) is an Investment Advisor Representative working at Stephens in Memphis, TN and has over 43 years of experience in the finance industry.
Mark Yadgaroff (CRD# 1802785) is an Investment Advisor Representative working at Stephens in New York, NY and has over 36 years of experience in the finance industry.
Preston Yates (CRD# 6556756) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 8 years of experience in the finance industry.
Thomas Zeuthen (CRD# 4352427) is an Investment Advisor Representative working at Stephens in Nashville, TN and has over 18 years of experience in the finance industry.
Paul Zuckerman (CRD# 1160549) is an Investment Advisor Representative working at Stephens in Memphis, TN and has over 40 years of experience in the finance industry.
Jonathan Bass (CRD# 7573113) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.