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Stephen F Neeley

HAROLD W. DANCE INC.·LOGAN, Utah
Clean recordHAROLD W. DANCE INC.
72 E CENTER STREET, LOGAN, UT 84321CRD# 3235100Firm CRD# 1582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen F Neeley · LOGAN, UT
Registration
CRD #3235100 · HAROLD W. DANCE INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen F Neeley is a registered financial advisor based in LOGAN, Utah, affiliated with HAROLD W. DANCE INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HAROLD W. DANCE INC.
HAROLD DANCE INVESTMENTS
AUM
$119M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HAROLD W. DANCE INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3235100
Firm CRD# 1582
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen F Neeley offer?
Stephen F Neeley specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Stephen F Neeley's credentials?
Stephen F Neeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen F Neeley located?
Stephen F Neeley is based in LOGAN, Utah, working with HAROLD W. DANCE INC.. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Stephen F Neeley charge for services?
Stephen F Neeley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAROLD W. DANCE INC.?
HAROLD W. DANCE INC. has approximately 7 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HAROLD W. DANCE INC.

Daniel Joseph Neeley
LOGAN, UT
Aaron James Neeley
LOGAN, UT

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Research
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