David StephanCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Hamilton Point Investment Advisors||Chapel Hill, NC||Sep 2013 - Current||9|
|Schneider Downs Wealth Management||Pittsburgh, PA||Dec 2011 - Jun 2016||4|
Total Assets Under Management756MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$1,171,791
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MA, NC, NY, TX, VA
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