AdvisorOS Directory
Claim Profile
Unclaimed Profile
SN

Stephen F Neeley

HAROLD W. DANCE INC.·LOGAN, Utah
SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean record21 years registeredHAROLD 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. · 21 years registered
Brand Profile
Not yet started
01

Career History

HAROLD DANCE INVESTMENTS
Apr 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Series 99TO
Registration record
First registered · April 18, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAROLD W. DANCE INC.
CRD 1582 · SEC 801-129647
AUM
$119M
Regulatory assets under management
Employees
7
207 client accounts
Services offered by HAROLD W. DANCE INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HAROLD W. DANCE INC. →
Introduction

Speak with Stephen F

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

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

Looking for a financial advisor in LOGAN?

Browse all registered financial advisors in LOGAN, Utah or claim this profile if it's yours.

Browse LOGAN AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HAROLD W. DANCE INC.

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

More Advisors in LOGAN, Utah

James Patrick Jenkins
STRATEGIC ADVOCATES, LLC·LOGAN, UT
Dylan Jonathan Nielson
ADAMS WEALTH MANAGEMENT LLC·LOGAN, UT
Patrick Cormac Murphy
CACHETECH·LOGAN, UT
CFA
Bradley Harsch
STRATEGIC ADVOCATES, LLC·LOGAN, UT
Connor Francis Murphy
CACHETECH·LOGAN, UT
Riley Stevens Crosbie
CACHETECH·LOGAN, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)SOUTH JORDAN (13)HOLLADAY (12)COTTONWOOD HEIGHTS (11)
City Guides
SALT LAKE CITY GuidePROVO GuideLEHI GuideDRAPER GuideOREM Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile