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
Conrad Lax (CRD# 7387780) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.
Brady Lierz (CRD# 7116343) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.
Nicholas Lorenzoni (CRD# 7756732) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.
Chandler Luebbert (CRD# 7589616) is an Investment Advisor Representative working at Stephens in Rogers, AR and has 1 year of experience in the finance industry.
Kerry McGauran (CRD# 2423610) is an Investment Advisor Representative working at Stephens in Dallas, TX and has over 4 years of experience in the finance industry.
Jessica Middleton (CRD# 7166093) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.
Seth Middleton (CRD# 7407859) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.
David Mirochnick (CRD# 7806220) is an Investment Advisor Representative working at Stephens in Chicago, IL and has 1 year of experience in the finance industry.
Miles Montgomery (CRD# 7756679) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.
Charles Nabhan (CRD# 2907470) is an Investment Advisor Representative working at Stephens in Lutherville-timonium, MD and has over 18 years of experience in the finance industry.