Matthew Stephens, financial advisor Irving TX
90 score

Matthew Stephens

CRD Number: 6137307
Current Firm: H.d. Vest Advisory Services, Inc.

Matthew Stephens (CRD# 6137307) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Irving, TX May 2016 - Current 1
Hd Vest Investment Services Irving, TX May 2016 - Current 1
Us Army Reserve Lewisville, TX Feb 2016 - Current 1
Morgan Stanley Dallas, TX Nov 2015 - May 2016 < 1
Louisiana Army National Guard Bossier City, LA Feb 2008 - Feb 2016 8
Bbva Securities Inc. Dallas, TX Jan 2015 - Nov 2015 < 1
Bbva Compass Insurance Agency, Inc. Austin, TX Jan 2015 - Nov 2015 < 1
Compass Bank Birmingham, AL Jan 2015 - Nov 2015 < 1
Bbva Wealth Solutions Inc. Dallas, TX Jan 2015 - Nov 2015 < 1
Edward Jones St Louis, MO Nov 2012 - Dec 2014 2
Stephens Services, LLC Bossier City, LA Oct 2010 - Nov 2012 2
Full-time Student Bossier City, LA Jan 2009 - Dec 2011 2
Us Army Baghdad, Jan 2010 - Oct 2010 < 1
Cintas Bossier City, LA Jun 2009 - Dec 2009 < 1
James M Brown Builders Bossier City, LA Oct 2008 - May 2009 < 1
Us Army Columbus, GA May 2008 - Sep 2008 < 1
Full-time Student Monroe, LA Aug 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Matthew R. Stephens
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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