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Stephen Joseph Korving

KORVING & COMPANY LLC·SUFFOLK, Virginia
Series 7, Series 66Clean record21 years registeredKORVING & COMPANY LLC
1510 BREEZEPORT WAY, SUFFOLK, VA 23435-3758CRD# 4845151Firm CRD# 152095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Joseph Korving · SUFFOLK, VA
Registration
CRD #4845151 · KORVING & COMPANY LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

COURAGE KORVING MILLER PARTNERS, LLC
Oct 2022 – present
KORVING & COMPANY LLC
Jan 2010 – present
UBS FINANCIAL SERVICES INC.
Nov 2004 – Feb 2010
NORFOLK, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 15, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KORVING & COMPANY LLC
CRD 152095 · SEC 801-120828
AUM
$127M
Regulatory assets under management
Employees
3
270 client accounts
Services offered by KORVING & COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KORVING & COMPANY LLC →
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05

Frequently Asked Questions

What services does Stephen Joseph Korving offer?
Stephen Joseph Korving specializes in Financial Planning, Investment Management. Contact their office in SUFFOLK, Virginia for a consultation.
What are Stephen Joseph Korving's credentials?
Stephen Joseph Korving is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Joseph Korving located?
Stephen Joseph Korving is based in SUFFOLK, Virginia, working with KORVING & COMPANY LLC. Their office serves clients in the SUFFOLK metropolitan area and surrounding communities.
How does Stephen Joseph Korving charge for services?
Stephen Joseph Korving'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 KORVING & COMPANY LLC?
KORVING & COMPANY LLC has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KORVING & COMPANY LLC

Arie Jacques Korving
SUFFOLK, VA

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