Stephen PerrinCRD Number: 713182
Current Firm: Coordinated Financial Planning Corp
Stephen Perrin (CRD# 713182) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has over 38 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Coordinated Financial Planning Corp||Cincinnati, OH||Jun 1983 - Current||39|
|Jefferson Pilot Securities Corporation||Cincinnati, OH||Jun 1980 - Current||42|
|Self Employed||Cincinnati, OH||Apr 1980 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management288MILLIONS
Total Number of Accounts1,658ACCOUNTS
Average Account Value$173,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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