James Stephenson, financial advisor Iowa Falls IA

James Stephenson

CRD Number: 6036824
Current Firm: Green Belt Bank & Trust

James Stephenson (CRD# 6036824) is an Investment Advisor Representative working at Green Belt Bank & Trust in Iowa Falls, IA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Green Belt Bank & Trust Iowa Falls, IA Aug 2000 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for James E. Stephenson
Phone Number: 641-648-2544
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IA

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