Stephen Hever (CRD# 4073526) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 24 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 4928336
Worthen Financial Advisors
CRD# 6877256
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Houston, TX | Oct 2020 - Current | 3 |
Jsc Federal Credit Union | Houston, TX | Oct 2020 - Current | 3 |
Minnesota Life | St. Paul, MN | Feb 2018 - Sep 2020 | 2 |
Securian Financial Services Inc. | St. Paul, MN | Feb 2018 - Sep 2020 | 2 |
Img Financial Group | Houston, TX | Feb 2018 - Sep 2020 | 2 |
The Prudential Insurance Company Of America | Houston, TX | Jan 2017 - Feb 2018 | 1 |
Pruco Securities, LLC | Houston, TX | Jan 2017 - Feb 2018 | 1 |
State Farm Vp Management Corp | Friendswood, TX | Oct 2008 - Dec 2016 | 8 |
State Farm Insurance | Friendswood, TX | Oct 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1999 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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