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
Mark Trimble (CRD# 845284) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 44 years of experience in the finance industry.
Allan Tucker (CRD# 501512) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 34 years of experience in the finance industry.
Robert Tucker (CRD# 450164) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 44 years of experience in the finance industry.
Heather Vangilder (CRD# 5163897) is an Investment Advisor Representative working at Stephens in Jonesboro, AR and has over 17 years of experience in the finance industry.
Nina Vincent (CRD# 5850239) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 5 years of experience in the finance industry.
Jonny Waddle (CRD# 1753257) is an Investment Advisor Representative working at Stephens in Fayetteville, AR and has over 36 years of experience in the finance industry.
John Walker (CRD# 1164074) is an Investment Advisor Representative working at Stephens in Charlotte, NC and has over 40 years of experience in the finance industry.
Keith Westmoreland (CRD# 4781064) is an Investment Advisor Representative working at Stephens in Fayetteville, AR and has over 19 years of experience in the finance industry.
Donnie Whisenhunt (CRD# 2107064) is an Investment Advisor Representative working at Stephens in Columbia, SC and has over 29 years of experience in the finance industry.
Joann White (CRD# 5569809) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 15 years of experience in the finance industry.