Stephen Korving, financial advisor Suffolk VA

Stephen Korving

CRD Number: 4845151
Current Firm: Korving & Company LLC

Stephen Korving (CRD# 4845151) is an Investment Advisor Representative working at Korving & Company LLC in Suffolk, VA and has over 19 years of experience in the finance industry. Stephen Korving 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.

Similar Advisors
Arthur Grizzle, financial advisor Suffolk VA
Arthur J. Grizzle
CRD# 5685783
Martello Investments, LLC
Similar Advisors
David Abbott, financial advisor Suffolk VA
David W. Abbott
CRD# 6445258
Fidelity Personal And Workplace Advisors
Similar Advisors
Lisa Adamonis Pile, financial advisor Suffolk VA
Lisa Adamonis Pile
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Courage Korving Miller Partners, LLC Suffolk, VA Jul 2022 - Current 1
Korving & Company LLC Suffolk, VA Jan 2010 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2004
Contact Info for Stephen J. Korving
Phone Number: 757-638-5490
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $468,959
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, NC, NE, NH, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Stephen Korving and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.