Chad StephensCRD Number: 2380635
Current Firm: Buckhead Capital Management, LLC
Chad Stephens (CRD# 2380635) is an Investment Advisor Representative working at Buckhead Capital Management, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Wachovia Securities, Inc.||Charlotte, NC||Apr 1999 - Current||23|
|Wachovia Bank Of North Carolina (bond &||Winston-salem, NC||Jun 1993 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management3,718MILLIONS
Total Number of Accounts233ACCOUNTS
Average Account Value$15,958,026
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
CO, FL, GA, NC, NV, NY, SC, TN, TX, VA
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