Unclaimed Profile

Teresa Stephenson

STEPHENSON AND COMPANY, INC.·SAN CLEMENTE, California

Clean recordSTEPHENSON AND COMPANY, INC.

241 AVENIDA DEL MAR, SAN CLEMENTE, CA 92672CRD# 7545353Firm CRD# 111453

Profile Verification

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

Identity

Teresa Stephenson · SAN CLEMENTE, CA

Registration

CRD #7545353 · STEPHENSON AND COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEPHENSON AND COMPANY, INC.

AUM

$266M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEPHENSON AND COMPANY, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7545353

Firm CRD# 111453

View on FINRA BrokerCheck →

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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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