Unclaimed Profile

Helen Barbre Stephens

HELEN STEPHENS GROUP, LLC·FORT WORTH, Texas

Series 6, Series 7, Series 62, Series 63Clean record17 years registeredHELEN 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 · 17 years registered

Brand Profile

Not yet started

Career History

ASPEN WEALTH MANAGEMENT, LLC

Feb 2012 – present

CETERA ADVISORS LLC

Feb 2012 – Nov 2013

FORT WORTH, TX

PACIFIC WEST FINANCIAL CONSULTANTS INC

Oct 2011 – Feb 2012

RENTON, WA

DEWAAY ADVISORY

May 2010 – Sep 2011

FORT WORTH, TX

H.D. VEST ADVISORY SERVICES, INC

Sep 2008 – May 2010

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 62

Series 63

Registration record

First registered · September 17, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELEN STEPHENS GROUP, LLC

CRD 159594 · SEC 801-114243

AUM

$368M

Regulatory assets under management

Employees

897 client accounts

Services offered by HELEN STEPHENS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HELEN STEPHENS GROUP, LLC →

Introduction

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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.

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