Unclaimed Profile

Helen Barbre Stephens

HELEN STEPHENS GROUP, LLC·FORT WORTH, Texas

Clean recordHELEN STEPHENS GROUP, LLC

4200 S. HULEN ST., FORT WORTH, TX 76109CRD# 2421457Firm CRD# 159594

Profile Verification

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

Identity

Helen Barbre Stephens · FORT WORTH, TX

Registration

CRD #2421457 · HELEN STEPHENS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Helen Barbre Stephens is a registered financial advisor based in FORT WORTH, Texas, affiliated with HELEN STEPHENS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Helen

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

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

Firm Overview

Firm

HELEN STEPHENS GROUP, LLC

ASPEN WEALTH MANAGEMENT

AUM

$368M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HELEN STEPHENS GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2421457

Firm CRD# 159594

View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WORTH?

Browse all registered financial advisors in FORT WORTH, Texas or claim this profile if it's yours.

Browse FORT WORTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Helen Barbre Stephens offer?

Helen Barbre Stephens specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Helen Barbre Stephens's credentials?

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

Where is Helen Barbre Stephens located?

Helen Barbre Stephens is based in FORT WORTH, Texas, working with HELEN STEPHENS GROUP, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Helen Barbre Stephens charge for services?

Helen Barbre Stephens'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 HELEN STEPHENS GROUP, LLC?

HELEN STEPHENS GROUP, LLC has approximately 9 employees and manages $368M 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 →