David Stephan, financial advisor Chapel Hill NC

David Stephan

CRD Number: 7130118
Current Firm: Hamilton Point Investment Advisors, LLC

David Stephan (CRD# 7130118) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hamilton Point Investment Advisors Chapel Hill, NC Sep 2013 - Current 9
Schneider Downs Wealth Management Pittsburgh, PA Dec 2011 - Jun 2016 4

David Stephan has no recent exams reported.
Contact Info for David C. Stephan
Phone Number: (919) 636-3765
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    756
    MILLIONS
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $1,171,791
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

CA, MA, NC, NY, TX, VA

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