Stephanie Kemp, financial advisor Templeton CA

Stephanie Kemp

CRD Number: 6023466
Current Firm: Corvus Wealth Advisors LLC

Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Corvus Wealth Advisors LLC Templeton, CA Jan 2021 - Current 3
Garcia Wealth Management Group Templeton, CA Mar 2013 - Mar 2021 8
Lpl Financial, LLC Templeton, CA Mar 2013 - Feb 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Stephanie C. Kemp
Phone Number: 805-434-2608
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    599
    MILLIONS
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $478,240
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

CA, ID, OR, TX

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