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Sandra Hudson Stephens

KEEL POINT, LLC·HUNTSVILLE, Alabama
SIE, Series 28Clean recordKEEL POINT, LLC
100 CHURCH STREET, HUNTSVILLE, AL 35801CRD# 6606929Firm CRD# 127902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Hudson Stephens · HUNTSVILLE, AL
Registration
CRD #6606929 · KEEL POINT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KEEL POINT, LLC
CRD 127902 · SEC 801-62249
AUM
$2.9B
Regulatory assets under management
Employees
83
5,548 client accounts
Services offered by KEEL POINT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at KEEL POINT, LLC →
Introduction

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Frequently Asked Questions

What services does Sandra Hudson Stephens offer?
Sandra Hudson Stephens specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HUNTSVILLE, Alabama for a consultation.
What are Sandra Hudson Stephens's credentials?
Sandra Hudson Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Hudson Stephens located?
Sandra Hudson Stephens is based in HUNTSVILLE, Alabama, working with KEEL POINT, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.
How does Sandra Hudson Stephens charge for services?
Sandra Hudson Stephens's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEEL POINT, LLC?
KEEL POINT, LLC has approximately 83 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEEL POINT, LLC

Steven Lynn Skancke
HUNTSVILLE, AL
Alan Lee Bagwell
HUNTSVILLE, AL
David Melville Parks
HUNTSVILLE, AL
Edward Lyle Minton
HUNTSVILLE, AL
James Michael Perry
HUNTSVILLE, AL
Robert Carl Mayes
HUNTSVILLE, AL

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CFP

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Research
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