Geoffrey StephensCRD Number: 6523274
Current Firm: Wells Fargo Clearing Services, LLC
Geoffrey Stephens (CRD# 6523274) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wilmington, NC and has over 6 years of experience in the finance industry.
Tilia Fiduciary Partners, Inc.
Wells Fargo Clearing Services, LLC
Commonwealth Financial Network
|Wells Fargo Clearing Services, LLC||Myrtle Beach, SC||Feb 2017 - Current||4|
|Wells Fargo Bank Na||Myrtle Beach, SC||Feb 2017 - Current||4|
|Principal Life Insurance Company||Charlotte, NC||Jun 2015 - Feb 2017||1|
|Princor Financial Services Corporation||Charlotte, NC||Jun 2015 - Feb 2017||1|
|Great Wolf Resorts||Concord, NC||Jan 2015 - Jun 2015||< 1|
|Nms Chamber Of Commerce||North Myrtle Beach, SC||Aug 2013 - Jan 2015||1|
|Sands Resorts||Mytrle Beach, SC||Sep 2011 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
|S63||Uniform Securities State Law Examination||Jul 2015|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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