Stephen Power (CRD# 845093) is an Investment Advisor Representative working at Gap Financial Services Or Gap Financial in Austin, TX and has over 40 years of experience in the finance industry. Stephen Power has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gap Financial Services | Austin, TX | Aug 2017 - Current | 6 |
| New England Securities | San Antonio, TX | Nov 2008 - Sep 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
- TX
-
Total Assets Under Management85MILLIONS
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Total Number of Accounts80ACCOUNTS
-
Average Account Value$1,060,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
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