Unclaimed Profile

Paul Richard Stephens

INSTITUTIONAL INVESTMENT CONSULTING·BLOOMFIELD HILLS, Michigan

SIE, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredINSTITUTIONAL INVESTMENT CONSULTING

7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI 48302CRD# 2220491Firm CRD# 168705

Profile Verification

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

Identity

Paul Richard Stephens · BLOOMFIELD HILLS, MI

Registration

CRD #2220491 · INSTITUTIONAL INVESTMENT CONSULTING · 22 years registered

Brand Profile

Not yet started

Career History

Nov 2013 – present

Nov 2013 – present

Sep 2013 – present

Dec 2007 – Nov 2013

BLOOMFIELD HILLS, MI

COMERICA SECURITIES

May 2004 – Nov 2007

DETROIT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSTITUTIONAL INVESTMENT CONSULTING

CRD 168705 · SEC 801-78450

Employees

Total firm employees

Services offered by INSTITUTIONAL INVESTMENT CONSULTING

Per Form ADV

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

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Introduction

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Frequently Asked Questions

What services does Paul Richard Stephens offer?

Paul Richard Stephens is a registered financial advisor in BLOOMFIELD HILLS, Michigan. Contact their office for details on services offered.

What are Paul Richard Stephens's credentials?

Paul Richard Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Richard Stephens located?

Paul Richard Stephens is based in BLOOMFIELD HILLS, Michigan, working with INSTITUTIONAL INVESTMENT CONSULTING. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Paul Richard Stephens charge for services?

Paul Richard Stephens's firm is compensated through subscription fees, other: charge an asset based fee on retirement plans under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTIONAL INVESTMENT CONSULTING?

INSTITUTIONAL INVESTMENT CONSULTING has approximately 13 employees. The firm is registered with the SEC as an investment adviser.

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