Carson Stephens, financial advisor Bastrop TX

Carson Stephens

CRD Number: 4599801
Current Firm: Eagle Strategies LLC

Carson Stephens (CRD# 4599801) is an Investment Advisor Representative working at Eagle Strategies LLC in Bastrop, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Truest Insurance Group Bastrop, TX May 2023 - Current < 1
Carson Stephens Capital Strategies Bastrop, TX Sep 2013 - Current 10
Eagle Strategies LLC Bastrop, TX Dec 2008 - Current 15
Nylife Securities LLC Austin, TX Oct 2008 - Current 15
New York Life Insurance Company Austin, TX Oct 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Carson W. Stephens
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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