Stephens
Stephens (CRD# 3496) is a financial advisory firm headquartered in Little Rock, AR. They manage $13,609,251,985 in 21,368 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management13,609MILLION
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Total Number of Accounts21,368ACCOUNTS
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Average Account Value$636,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Matthew Olney (CRD# 4820382) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 19 years of experience in the finance industry.
Sasha Oquin (CRD# 5716217) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 8 years of experience in the finance industry.
Ashley Palermo (CRD# 1673255) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 35 years of experience in the finance industry.
Kelle Parton (CRD# 5985342) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 11 years of experience in the finance industry.
Gail Patterson (CRD# 1011707) is an Investment Advisor Representative working at Stephens in Nashville, TN and has over 26 years of experience in the finance industry.
Gary Pendry (CRD# 2234529) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 31 years of experience in the finance industry.
Benjamin Penix (CRD# 4222002) is an Investment Advisor Representative working at Stephens in Fayetteville, AR and has over 21 years of experience in the finance industry.
David Phillips (CRD# 2165482) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 32 years of experience in the finance industry.
Clarence Pollock (CRD# 1075273) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 31 years of experience in the finance industry.
Charles Porter (CRD# 5293050) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 16 years of experience in the finance industry.