Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 38 years of experience in the finance industry. Bradley Stephenson 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stephenson And Company, Inc. | San Clemente, CA | Jan 2016 - Current | 8 |
| Global Investment Solutions, LLC | Irvine, CA | Nov 2006 - Sep 2017 | 10 |
| Stephenson & Company | Irvine, CA | Feb 1991 - Jan 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- CA
- TX
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts494ACCOUNTS
-
Average Account Value$539,217
- 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
- Pension consulting services
- Other
AZ, CA, TX
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