Alan Stephenson (CRD# 3097099) is an Investment Advisor Representative working at Benedict Financial Planning in West Monroe, LA and has over 24 years of experience in the finance industry.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alan Stephenson | Calhoun, LA | Oct 2023 - Current | < 1 |
| Legacy Wealth Concepts | West Monroe, LA | Dec 2020 - Current | 3 |
| 1st South Heat And Air | Calhoun, LA | Aug 2019 - Current | 4 |
| 911 Handyman Llc, Dba 911 Handyman & Remodeling | Calhoun, LA | Jun 2018 - Current | 5 |
| Alan Stephenson - Independent Insurance | West Monroe, LA | Nov 2013 - Current | 10 |
| Alan Stephenson | West Monroe, LA | Nov 2013 - Current | 10 |
| United Planners Financial Services | Scottsdale, AZ | Sep 2002 - Current | 21 |
| Stephenson Financial | West Monroe, LA | Sep 2002 - May 2023 | 20 |
| Takeda Pharmaceutical/ Snow Companies | Calhoun, LA | Nov 2016 - Apr 2022 | 5 |
| 4x4 Superstar Llc, Dba Tre4x4 Usa | Calhoun, LA | Jun 2018 - Sep 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- LA
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts330ACCOUNTS
-
Average Account Value$172,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
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