Crosscurrent Wealthmanagement, LLC
Crosscurrent Wealthmanagement, LLC (CRD# 156589) is a financial advisory firm headquartered in Little Rock, AR. They manage $1,962,019 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$150,925
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Roy Stephens (CRD# 2209745) is an Investment Advisor Representative working at Crosscurrent Wealthmanagement, LLC in Little Rock, AR and has over 26 years of experience in the finance industry. Roy Stephens 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.