Unclaimed Profile

Stephen Philip Wilbourne

QUESTIS PORTFOLIO PARTNERS, LLC·CHARLESTON, South Carolina

Series 6, Series 63, Series 6522 years registeredQUESTIS PORTFOLIO PARTNERS, LLC

112 BULL STREET, UNIT A, CHARLESTON, SC 29401CRD# 2929460Firm CRD# 168729

Profile Verification

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

Identity

Stephen Philip Wilbourne · CHARLESTON, SC

Registration

CRD #2929460 · QUESTIS PORTFOLIO PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUESTIS PORTFOLIO PARTNERS, LLC

UPPI ADVISORS, LLC

Jul 2011 – Nov 2014

CHARLESTON, SC

QUESTIS

Mar 2010 – Dec 2017

CHARLESTON, SC

QUESTIS

Feb 2007 – Dec 2008

MOUNT PLEASANT, SC

QUESTIS

Feb 2005 – Dec 2006

MOUNT PLEASANT, SC

PENINSULA WEALTH GROUP, LLC

Feb 2004 – Dec 2004

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 11, 2004

Years registered · 22

Disclosure History

2001Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUESTIS PORTFOLIO PARTNERS, LLC

CRD 168729 · SEC 801-78472

AUM

$12M

Regulatory assets under management

Employees

165 client accounts

Services offered by QUESTIS PORTFOLIO PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUESTIS PORTFOLIO PARTNERS, LLC →

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 →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Philip Wilbourne offer?

Stephen Philip Wilbourne specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Stephen Philip Wilbourne's credentials?

Stephen Philip Wilbourne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Philip Wilbourne located?

Stephen Philip Wilbourne is based in CHARLESTON, South Carolina, last registered with QUESTIS PORTFOLIO PARTNERS, LLC.

How does Stephen Philip Wilbourne charge for services?

Stephen Philip Wilbourne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTIS PORTFOLIO PARTNERS, LLC?

QUESTIS PORTFOLIO PARTNERS, LLC has approximately 4 employees and manages $12M 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 →