Andrew Stephens (CRD# 6610789) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrive Financial Services, LLC | Fort Washington, PA | Apr 2019 - Current | 5 |
Thrive Insurance Group | Fort Washington, PA | Apr 2019 - Current | 5 |
Thrive Capital Management, LLC | Fort Washington, PA | Feb 2019 - Current | 5 |
Thrive Financial Services, LLC | Fort Washington, PA | Aug 2018 - Apr 2019 | < 1 |
J.p. Morgan Securities LLC | Houston, TX | May 2017 - Aug 2018 | 1 |
J.p. Morgan Chase Bank | Houston, TX | May 2017 - Jul 2018 | 1 |
Axa Advisors, LLC | Houston, TX | Apr 2016 - May 2017 | 1 |
Heb Grocer | Friendswood, TX | Sep 2012 - May 2016 | 3 |
Encompass Lending Group | Katy, TX | Jun 2015 - Nov 2015 | < 1 |
University Of Houston | Houston, TX | May 2014 - May 2015 | 1 |
Full-time Student | Houston, TX | Jan 2009 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2016 |
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- PA
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts1,829ACCOUNTS
-
Average Account Value$214,744
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, DE, FL, MA, MD, NC, NJ, PA, SC, TN, TX, VA
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