![Jason Stephens, financial advisor Friendswood TX](/img/ws/profile-blank-sq.png)
Jason Stephens (CRD# 4023134) is an Investment Advisor Representative working at Lpl Financial LLC in Friendswood, TX and has over 24 years of experience in the finance industry.
![Matthew Goff, financial advisor Friendswood TX](/img/ws/profile-blank-sq.png)
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 4928336
Worthen Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | The Woodlands, TX | Dec 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1999 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- FL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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