AdvisorOS Directory
Claim Profile
Unclaimed Profile
SS

Stephen Christopher Shope

SHOPE FINANCIAL PLANNING, INC.·CAMILLUS, New York
Clean recordSHOPE FINANCIAL PLANNING, INC.
SHOPE ADVISORS GROUP, CAMILLUS, NY 13031CRD# 3194166Firm CRD# 144056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Christopher Shope · CAMILLUS, NY
Registration
CRD #3194166 · SHOPE FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Christopher Shope is a registered financial advisor based in CAMILLUS, New York, affiliated with SHOPE FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth 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
SHOPE FINANCIAL PLANNING, INC.
SHOPE ADVISORS GROUP
AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHOPE FINANCIAL PLANNING, INC. →
Services
Financial planning
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3194166
Firm CRD# 144056
View on FINRA BrokerCheck →

Looking for a financial advisor in CAMILLUS?

Browse all registered financial advisors in CAMILLUS, New York or claim this profile if it's yours.

Browse CAMILLUS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen Christopher Shope offer?
Stephen Christopher Shope specializes in Financial Planning. Contact their office in CAMILLUS, New York for a consultation.
What are Stephen Christopher Shope's credentials?
Stephen Christopher Shope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Christopher Shope located?
Stephen Christopher Shope is based in CAMILLUS, New York, working with SHOPE FINANCIAL PLANNING, INC.. Their office serves clients in the CAMILLUS metropolitan area and surrounding communities.
How does Stephen Christopher Shope charge for services?
Stephen Christopher Shope's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOPE FINANCIAL PLANNING, INC.?
SHOPE FINANCIAL PLANNING, INC. has approximately 2 employees and manages $50M 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 SHOPE FINANCIAL PLANNING, INC.

James Ray Shope
CAMILLUS, NY

More Advisors in CAMILLUS, New York

James Francis Mccarthy
NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, NY
Andrew T Moen
NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, NY
Robert Paul Mills
NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, NY
Daniel Alfred Parkin
NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile