Richard A. Stebbins Cpa Cfp Cmfc

Richard A. Stebbins Cpa Cfp Cmfc (CRD# 123694) is a financial advisory firm headquartered in , . They manage $8,250,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $392,857
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Richard A. Stebbins Cpa Cfp Cmfc
Showing 1 - 1 of 1 top financial advisors.
1
Richard A. Stebbins
CRD#: 4622063
Utica, MI
90
Wealthminder
score

Richard Stebbins (CRD# 4622063) is an Investment Advisor Representative working at Richard A. Stebbins Cpa Cfp Cmfc in Utica, MI 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.

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