Sean Stephens, financial advisor Mansfield TX

Sean Stephens

CRD 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.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
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
Contact Info for Sean K. Stephens
Phone Number: 800-235-7637
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, WY

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