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
Maxwell Neely (CRD# 5853903) is an Investment Advisor Representative working at Stephens in Ridgeland, MS and has over 10 years of experience in the finance industry.
Alexander Neumann (CRD# 6930319) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.
Collin Nieman (CRD# 7210865) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.
Joshua Parrish (CRD# 7175466) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 4 years of experience in the finance industry.
Harrison Parsons (CRD# 7197714) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.
Spencer Pendry (CRD# 6028945) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 4 years of experience in the finance industry.
Siddhant Ramesh (CRD# 7570302) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has 1 year of experience in the finance industry.
Richard Rogers (CRD# 7761993) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has 1 year of experience in the finance industry.
Brandon Rud (CRD# 7330569) is an Investment Advisor Representative working at Stephens in Portland, ME and has over 3 years of experience in the finance industry.
James Salera (CRD# 6719722) is an Investment Advisor Representative working at Stephens in Lakewood, OH and has over 7 years of experience in the finance industry.