AdvisorOS Directory
Claim Profile
Unclaimed Profile
SC

Stephen John Coville

ALCO ADVISORS, INC.·MARSHFIELD, Massachusetts
Clean recordALCO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen John Coville is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with ALCO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ALCO ADVISORS, INC.
ALCO ADVISORS, INC.
AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ALCO ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FIXED RETAINER
Regulatory
SEC/IARD CRD# 3058857
Firm CRD# 129513
View on FINRA BrokerCheck →

Looking for a financial advisor in MARSHFIELD?

Browse all registered financial advisors in MARSHFIELD, Massachusetts or claim this profile if it's yours.

Browse MARSHFIELD AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALCO ADVISORS, INC.

Gisele Marie Coville
MARSHFIELD, MA

More Advisors in MARSHFIELD, Massachusetts

Christopher Edward Winn
DSG ADVISORS·MARSHFIELD, MA
Conor Ian Anderson
OCTAVIA WEALTH ADVISORS LLC·MARSHFIELD, MA
James Frank Cantelupe
CANTELUPE CAPITAL LLC·MARSHFIELD, MA
Michael Joseph Mcnamara
MCNAMARA FINANCIAL SERVICES, INC.·MARSHFIELD, MA
Denver Scott Gilliand
DSG ADVISORS·MARSHFIELD, MA
Richard Ros Davis
TRIDENT OS, LLC·MARSHFIELD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile