Alan Stephenson, financial advisor Scottsdale AZ
93 score

Alan Stephenson

CRD Number: 3097099
Current Firm: United Planners' Financial Services Of America A Limited Partner

Alan Stephenson (CRD# 3097099) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Stephenson Financial, LLC Monroe, LA Jan 2015 - Current 1
Stephenson Financial Monroe, LA Nov 2013 - Current 3
United Planners Financial Services Scottsdale, AZ Sep 2002 - Current 14
Stephenson & Greene Monroe, LA Apr 2011 - Nov 2013 2
Stephenson Financial Group Inc. Monroe, LA Jul 1998 - Apr 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Alan H. Stephenson
Phone Number: 480-991-0225
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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