Richard Stebbins (CRD# 4622063) is an Investment Advisor Representative working at Richard A. Stebbins Cpa Cfp Cmfc in The Villages, FL and has 1 year of experience in the finance industry. Richard Stebbins 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# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kojaian Management Corp | Bloomfield Hills, MI | Nov 1990 - Oct 2015 | 24 |
- MI
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$629,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MI, TX
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