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Teresa Stephenson

STEPHENSON AND COMPANY, INC.·SAN CLEMENTE, California
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241 AVENIDA DEL MAR, SAN CLEMENTE, CA 92672CRD# 7545353Firm CRD# 111453
01

About

Teresa Stephenson is a registered financial advisor based in SAN CLEMENTE, California, affiliated with STEPHENSON AND COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEPHENSON AND COMPANY, INC.
STEPHENSON AND COMPANY, INC.
AUM
$266M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEPHENSON AND COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7545353
Firm CRD# 111453
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Teresa Stephenson offer?
Teresa Stephenson specializes in Financial Planning, Investment Management. Contact their office in SAN CLEMENTE, California for a consultation.
What are Teresa Stephenson's credentials?
Teresa Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa Stephenson located?
Teresa Stephenson is based in SAN CLEMENTE, California, working with STEPHENSON AND COMPANY, INC.. Their office serves clients in the SAN CLEMENTE metropolitan area and surrounding communities.
How does Teresa Stephenson charge for services?
Teresa Stephenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPHENSON AND COMPANY, INC.?
STEPHENSON AND COMPANY, INC. has approximately 4 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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