Unclaimed Profile

Olivia Simon Maynes

HELEN STEPHENS GROUP, LLC·FORT WORTH, Texas

Clean record5 years registeredHELEN STEPHENS GROUP, LLC

4200 S. HULEN ST., FORT WORTH, TX 76109CRD# 6929827Firm CRD# 159594

Profile Verification

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

Identity

Olivia Simon Maynes · FORT WORTH, TX

Registration

CRD #6929827 · HELEN STEPHENS GROUP, LLC · 5 years registered

Brand Profile

Not yet started

Career History

BEDEL FINANCIAL CONSULTING INC

May 2022 – present

ASPEN WEALTH MANAGEMENT

Jun 2021 – Apr 2022

FORT WORTH, TX

Registrations & Exams

Registration record

First registered · June 29, 2021

Years registered · 5

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 Olivia Simon Maynes offer?

Olivia Simon Maynes specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Olivia Simon Maynes's credentials?

Olivia Simon Maynes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olivia Simon Maynes located?

Olivia Simon Maynes 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 Olivia Simon Maynes charge for services?

Olivia Simon Maynes'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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