Stephen ThurstonCRD Number: 5301452
Current Firm: Tfs Advisory Services
Stephen Thurston (CRD# 5301452) is an Investment Advisor Representative working at Tfs Advisory Services in Harrisburg, PA and has over 10 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Tfs Securities, Inc.||Lincroft, NJ||Mar 2007 - Current||10|
|Today For Tomorrow||Harrisburg, PA||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
|S63||Uniform Securities State Law Examination||Mar 2007|
Total Assets Under Management656MILLIONS
Total Number of Accounts3,282ACCOUNTS
Average Account Value$199,809
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV