Curtis Stephens (CRD# 7147529) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Brokerage Services, LLC | Jupiter, FL | Sep 2022 - Current | 1 |
Coppell Advisory Solutions, Llc Dba Fusion Capital Management Ll | Dallas, TX | Aug 2022 - Current | 1 |
Capital Advisor Network, LLC | Lafayette, IN | Nov 2020 - Sep 2022 | 1 |
Center Street Securities | Bethalto, IL | Jun 2019 - Sep 2022 | 3 |
Adult And Teen Challenge | High Ridge, MO | Jan 2019 - May 2019 | < 1 |
Adult And Teen Challenge | Memphis, TN | Nov 2018 - Dec 2018 | < 1 |
Memphis Machine Works | Memphis, TN | Apr 2017 - Dec 2018 | 1 |
River City Casino | St Louis, MO | Jun 2015 - Mar 2017 | 1 |
Self Employed | Colinsville, IL | Apr 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
S63 | Uniform Securities State Law Examination | Jul 2020 |
- IL
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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