Stephan House (CRD# 6122376) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Fort Worth, TX | Dec 2018 - Current | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Fort Worth, TX | Dec 2018 - Current | 5 |
| Td Ameritrade Investment Management, LLC | Fort Worth, TX | Jun 2017 - Sep 2018 | 1 |
| Td Ameritrade, Inc. | Fort Worth, TX | May 2017 - Sep 2018 | 1 |
| Strategic Advisers, Inc. | Westlake, TX | Dec 2013 - May 2017 | 3 |
| Fidelity Brokerage Services LLC | Westlake, TX | Sep 2012 - May 2017 | 4 |
| Fidelity Investments | Westlake, TX | Sep 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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