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Val Garner Stephens

STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC·FAIR OAKS, California
Clean recordSTEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC
7844 MADISON AVE STE 120, FAIR OAKS, CA 95628CRD# 1011242Firm CRD# 111857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Val Garner Stephens · FAIR OAKS, CA
Registration
CRD #1011242 · STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Val Garner Stephens is a registered financial advisor based in FAIR OAKS, California, affiliated with STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC
STEPHENS ASSET MANAGEMENT INC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1011242
Firm CRD# 111857
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Val Garner Stephens offer?
Val Garner Stephens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIR OAKS, California for a consultation.
What are Val Garner Stephens's credentials?
Val Garner Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Val Garner Stephens located?
Val Garner Stephens is based in FAIR OAKS, California, working with STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC. Their office serves clients in the FAIR OAKS metropolitan area and surrounding communities.
How does Val Garner Stephens charge for services?
Val Garner Stephens's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC?
STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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