Unclaimed Profile

William Lee Tedford

STEPHENS GROUP ASSET MANAGEMENT, LLC·LITTLE ROCK, Arkansas

SIE, Series 1, Series 4, Series 24, Series 63, Series 65Clean record31 years registeredSTEPHENS GROUP ASSET MANAGEMENT, LLC

100 RIVER BLUFF DRIVE, LITTLE ROCK, AR 72202-2215CRD# 443700Firm CRD# 288981

Profile Verification

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

Identity

William Lee Tedford · LITTLE ROCK, AR

Registration

CRD #443700 · STEPHENS GROUP ASSET MANAGEMENT, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEPHENS GROUP ASSET MANAGEMENT, LLC

STEPHENS GROUP ASSET MANAGEMENT, LLC

Apr 2018 – Feb 2024

LITTLE ROCK, AR

STEPHENS

Apr 1995 – Oct 2017

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 24

Series 63

Series 65

Registration record

First registered · April 30, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEPHENS GROUP ASSET MANAGEMENT, LLC

CRD 288981 · SEC 801-111747

AUM

$1.1B

Regulatory assets under management

Employees

371 client accounts

Services offered by STEPHENS GROUP ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEPHENS GROUP ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Lee Tedford offer?

William Lee Tedford specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Lee Tedford's credentials?

William Lee Tedford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lee Tedford located?

William Lee Tedford is based in LITTLE ROCK, Arkansas, last registered with STEPHENS GROUP ASSET MANAGEMENT, LLC.

How does William Lee Tedford charge for services?

William Lee Tedford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEPHENS GROUP ASSET MANAGEMENT, LLC?

STEPHENS GROUP ASSET MANAGEMENT, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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