Stephan Shipe (CRD# 7084798) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has over 8 years of experience in the finance industry. Stephan Shipe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scholar Financial Advising, LLC | Lewisville, NC | Sep 2019 - Current | 4 |
| Wake Forest University | Winston-salem, NC | Jul 2019 - Current | 4 |
| Innovative Ce LLC | Winston-salem, NC | Nov 2012 - Dec 2023 | 11 |
| University Of New Hampshire | Durham, NH | Jun 2016 - Jul 2019 | 3 |
| The Florida State University | Tallahassee, FL | Aug 2012 - May 2016 | 3 |
| Full Time College Student - Florida State University | Tallhassee, FL | May 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- AL
- CA
- CO
- FL
- GA
- IL
- LA
- NY
- NC
- OH
- PA
- SC
- TX
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
AL, CA, CO, FL, GA, IL, LA, NC, NY, OH, PA, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.