Maleah Stephens, financial advisor Brentwood TN
96 score

Maleah Stephens

CRD Number: 4582337
Current Firm: Royal Alliance Associates, Inc.

Maleah Stephens (CRD# 4582337) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Brentwood, TN and has over 10 years of experience in the finance industry. Maleah Stephens 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.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Brentwood, TN Jul 2012 - Current 4
Lincoln Financial Advisors Corporation Birmingham, AL Feb 2006 - Jun 2012 6
Ann Taylor Loft Birmingham, AL Oct 2009 - Jul 2010 < 1
Hoover High School Hoover, AL Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Maleah D. Stephens
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • AL
  • TN
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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