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Val Garner Stephens

STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC·FAIR OAKS, California

Series 7, Series 22, Series 63Clean record14 years registeredSTEPHENS 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 · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC

PARKSHORE WEALTH MANAGEMENT

Oct 2019 – Jul 2021

ROSEVILLE, CA

STEPHENS ASSET MANAGEMENT

May 2012 – Jan 2021

EL DORADO HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 63

Registration record

First registered · May 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC

CRD 111857 · SEC 801-57656

AUM

$43M

Regulatory assets under management

Employees

84 client accounts

Services offered by STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC →

Introduction

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Frequently Asked Questions

What services does Val Garner Stephens offer?

Val Garner Stephens specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC.

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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