Stephan ArcherCRD Number: 4629359
Current Firm: Usaa Financial Planning Services
Stephan Archer (CRD# 4629359) is an Investment Advisor Representative working at Usaa Financial Planning Services in Colorado Springs, CO and has over 14 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Usaa Financial Advisors Inc.||Colorado Springs, CO||Apr 2016 - Current||1|
|Usaa Financial Planning Services||Colorado Springs, CO||Apr 2016 - Current||1|
|T. Rowe Price||Colorado Springs, CO||Apr 2014 - Apr 2016||2|
|Unemployed||Colorado Springs, CO||Feb 2014 - Apr 2014||< 1|
|Florida Metropolitan University||Colorado Springs, CO||Aug 2012 - Feb 2014||1|
|American Income Life||Colorado Springs, CO||May 2012 - Jul 2012||< 1|
|Unemployed||Colorado Springs, CO||Jan 2012 - Apr 2012||< 1|
|Compassion International||Colorado Springs, CO||Sep 2008 - Nov 2011||3|
|Various Insurance Carriers For W&r Insurance Agencies||Colorado Springs, CO||Dec 2008 - Oct 2009||< 1|
|Waddell & Reed, Inc.||Colorado Springs, CO||Dec 2008 - Oct 2009||< 1|
|Envoy Financial||Colorado Springs, CO||Feb 2006 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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