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
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.