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
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.