Financial Advisors at Stephens

Stephens

Stephens offers selection of other advisers, publication of periodicals or newsletters, pension consulting services, portfolio management for businesses, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as broker-dealer, registered municipal advisor.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Hourly charges

A percentage of assets under management

Fixed fees

Performance-based fees

Commissions

Hourly charges

A percentage of assets under management

Fixed fees

Performance-based fees

Commissions

Operations

Broker-dealer

Registered municipal advisor

22

Branches

625

Employees

257

Investment Advisors

625

Employees

257

Investment Advisors

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Client Types

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96.0%

21,421

Account Overview

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