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Stephen John Coville

ALCO ADVISORS, INC.·MARSHFIELD, Massachusetts
Series 7Clean record22 years registeredALCO ADVISORS, INC.
ONE SNOW ROAD, MARSHFIELD, MA 02050CRD# 3058857Firm CRD# 129513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen John Coville · MARSHFIELD, MA
Registration
CRD #3058857 · ALCO ADVISORS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

ALCO ADVISORS, INC.
Mar 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · March 18, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALCO ADVISORS, INC.
CRD 129513 · SEC 801-68124
AUM
$32M
Regulatory assets under management
Employees
1
60 client accounts
Services offered by ALCO ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ALCO ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Stephen John Coville offer?
Stephen John Coville specializes in Investment Management, Wealth Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Stephen John Coville's credentials?
Stephen John Coville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen John Coville located?
Stephen John Coville is based in MARSHFIELD, Massachusetts, working with ALCO ADVISORS, INC.. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Stephen John Coville charge for services?
Stephen John Coville's firm is compensated through percentage of aum, hourly charges, other: fixed retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALCO ADVISORS, INC.?
ALCO ADVISORS, INC. has approximately 1 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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