AdvisorOS Directory
Claim Profile
ST

Stephen Lloyd Thacker

VERDENCE CAPITAL ADVISORS, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
50 SCHILLING ROAD, HUNT VALLEY, MD 21031CRD# 2230751Firm CRD# 288512
01

About

Stephen Lloyd Thacker is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with VERDENCE CAPITAL ADVISORS, LLC. 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
03

Firm Overview

Firm
VERDENCE CAPITAL ADVISORS, LLC
VERDENCE CAPITAL ADVISORS, LLC
AUM
$3.3B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at VERDENCE CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2230751
Firm CRD# 288512
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNT VALLEY?

Browse all registered financial advisors in HUNT VALLEY, Maryland or claim this profile if it's yours.

Browse HUNT VALLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Lloyd Thacker offer?
Stephen Lloyd Thacker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Stephen Lloyd Thacker's credentials?
Stephen Lloyd Thacker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lloyd Thacker located?
Stephen Lloyd Thacker is based in HUNT VALLEY, Maryland, working with VERDENCE CAPITAL ADVISORS, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Stephen Lloyd Thacker charge for services?
Stephen Lloyd Thacker'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 VERDENCE CAPITAL ADVISORS, LLC?
VERDENCE CAPITAL ADVISORS, LLC has approximately 47 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile