John Stephens (CRD# 4338015) is an Investment Advisor Representative working at Royal Fund Management, LLC in Allen, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lag Box, LLC | Allen, TX | Oct 2020 - Current | 3 |
| Zcomp, LLC | Allen, TX | Apr 2019 - Current | 5 |
| Royal Fund Management, Llc Dba Gatekeeper Investment Advisers | Allen, TX | May 2013 - Current | 10 |
| John W. Stephens, Cpa, Pllc | Allen, TX | Mar 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
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