Richard A. Stebbins Cpa Cfp Cmfc

Richard A. Stebbins Cpa Cfp Cmfc (CRD# 123694) is a financial advisory firm headquartered in , . They manage $10,700,000 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $629,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Richard A. Stebbins Cpa Cfp Cmfc
Showing 1 - 1 of 1 top financial advisors.
1
Richard Stebbins, financial advisor The Villages FL
Richard A. Stebbins
CRD#: 4622063
The Villages, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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