Stephenson And Company
Stephenson And Company (CRD# 111453) is a financial advisory firm headquartered in San Clemente, CA. They manage $48,419,500 in 171 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$283,155
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company in San Clemente, CA and has over 31 years of experience in the finance industry. Bradley Stephenson 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.
Riley Stephenson (CRD# 5948265) is an Investment Advisor Representative working at Stephenson And Company in San Clemente, CA and has over 3 years of experience in the finance industry.