Unclaimed Profile

Stephen J Fehr

INTERSERV, LLC·MOBILE, Alabama

Series 27Clean recordINTERSERV, LLC

307 UNIVERSITY BLVD. NORTH, MOBILE, AL 36688CRD# 5780742Firm CRD# 140944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen J Fehr · MOBILE, AL

Registration

CRD #5780742 · INTERSERV, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP CONSULTING, LLC

CRD 140944 · SEC 801-66908

AUM

$2.6B

Regulatory assets under management

Employees

706 client accounts

Services offered by NEWPORT GROUP CONSULTING, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at NEWPORT GROUP CONSULTING, LLC →

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOBILE?

Browse all registered financial advisors in MOBILE, Alabama or claim this profile if it's yours.

Browse MOBILE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen J Fehr offer?

Stephen J Fehr specializes in Retirement Planning, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.

What are Stephen J Fehr's credentials?

Stephen J Fehr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen J Fehr located?

Stephen J Fehr is based in MOBILE, Alabama, working with INTERSERV, LLC. Their office serves clients in the MOBILE metropolitan area and surrounding communities.

How does Stephen J Fehr charge for services?

Stephen J Fehr's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERSERV, LLC?

INTERSERV, LLC has approximately 30 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →