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
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
Jeremy Lohman (CRD# 4202019) is an Investment Advisor Representative working at Stephens in Chicago, IL and has over 16 years of experience in the finance industry.
Charles Long (CRD# 2542947) is an Investment Advisor Representative working at Stephens in Jonesboro, AR and has over 29 years of experience in the finance industry.
Katrina Magee (CRD# 6258905) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 9 years of experience in the finance industry.
Mary Mallett (CRD# 2075728) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 33 years of experience in the finance industry.
James Markley (CRD# 6347616) is an Investment Advisor Representative working at Stephens in Dallas, TX and has over 8 years of experience in the finance industry.
Ashley McAnulty (CRD# 4579058) is an Investment Advisor Representative working at Stephens in Nashville, TN and has over 21 years of experience in the finance industry.
Terry McEvoy (CRD# 2970343) is an Investment Advisor Representative working at Stephens in Portland, ME and has over 22 years of experience in the finance industry.
Brooks McRae (CRD# 6384370) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 6 years of experience in the finance industry.
Noah Merkousko (CRD# 6967825) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 5 years of experience in the finance industry.
Steven Middleton (CRD# 1455305) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 38 years of experience in the finance industry.