Stephen HalesCRD Number: 5533646
Current Firm: Edward Jones
Stephen Hales (CRD# 5533646) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Edward Jones||St Louis, MO||Jun 2012 - Current||5|
|Bbtis||Stanford, NC||Feb 2012 - Jun 2012||< 1|
|Edward Jones||St Louis, MO||May 2008 - Feb 2012||3|
|Shelley Buffaloe Realty||Wendell, NC||Jan 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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, VI, VT, WA, WI, WV