Stephen Bishop, financial advisor Allentown PA
90 score

Stephen Bishop

CRD Number: 6143616
Current Firm: Mml Investors Services, LLC

Stephen Bishop (CRD# 6143616) is an Investment Advisor Representative working at Mml Investors Services, LLC in Allentown, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Allentown, PA Jun 2015 - Current 1
Massmutual Allentown, PA May 2015 - Current 1
Weichert Realtors Allentown, PA Apr 2013 - Current 3
Questar Asset Management Minneapolis, MN Aug 2014 - May 2015 < 1
Questar Capital Corporation Minneapolis, MN Apr 2014 - May 2015 1
Guardian Life Insurance Blue Bell, PA Apr 2013 - Apr 2014 1
Park Avenue Securities LLC Blue Bell, PA Apr 2013 - May 2013 < 1
Park Avenue Securities Bethlehem, PA Dec 2012 - Apr 2013 < 1
Guardian Life Ins Co Of America Bethlehem, PA Oct 2012 - Apr 2013 < 1
Coopersburg Assc Coopersburg, PA May 1995 - Aug 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Stephen A. Bishop
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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