Matthew StephensCRD 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 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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