Sean StephensCRD Number: 5056254
Current Firm: Prudential Financial Planning Services
Sean Stephens (CRD# 5056254) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mansfield, TX and has over 14 years of experience in the finance industry.
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
Stifel, Nicolaus & Company, Incorporated
|The Prudential Insurance Company Of America||Mansfield, TX||Dec 2020 - Current||1|
|Pruco Securities LLC||Mansfield, TX||Dec 2020 - Current||1|
|Horace Mann Companies||Springfield, IL||Oct 2019 - Dec 2020||1|
|Paige Stephens Agency||Pantego, TX||Oct 2019 - Dec 2020||1|
|Horace Mann Investors, Inc.||Springfield, IL||Jul 2017 - Dec 2020||3|
|Horace Mann Companies||Springfield, IL||Jul 2017 - Oct 2019||2|
|Allstate Financial||Arlington, TX||Oct 2015 - Jun 2017||1|
|Unemployed||Arlington, TX||Aug 2015 - Sep 2015||< 1|
|Usaa Financial Advisors, Inc.||Addison, TX||May 2014 - Jul 2015||1|
|Usaa Financial Planning Services||Addison, TX||May 2014 - Jul 2015||1|
|Tiaa-cref Individual & Institutional Services, LLC||Lewisville, TX||Feb 2011 - Apr 2014||3|
|Tiaa||Lewisville, TX||Feb 2011 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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