Unclaimed Profile

Stephen Leslie Coffman

UNITED BROKERAGE SERVICES, INC·PARKERSBURG, West Virginia

SIE, Series 6TO, Series 7, Series 24, Series 51, Series 63, Series 65Clean record27 years registeredUNITED BROKERAGE SERVICES, INC

514 MARKET STREET, PARKERSBURG, WV 26101CRD# 2529068Firm CRD# 39062

Profile Verification

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

Identity

Stephen Leslie Coffman · PARKERSBURG, WV

Registration

CRD #2529068 · UNITED BROKERAGE SERVICES, INC · 27 years registered

Brand Profile

Not yet started

Career History

WEALTHCARE ADVISORY PARTNERS LLC

Oct 2020 – present

UNITED BROKERAGE SERVICES INC

Feb 2013 – Oct 2020

FAIRFAX, VA

CANTELLA & CO., INC.

Feb 2011 – Feb 2013

GAITHERSBURG, MD

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Feb 2011

GAITHERSBURG, MD

RAYMOND JAMES FINANCIAL SERVICES

Nov 2006 – Jan 2009

GAITHERSBURG, MD

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2005 – Sep 2006

STERLING, VA

UNITED BROKERAGE SERVICES INC

Jan 1999 – Jun 2005

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNITED BROKERAGE SERVICES, INC

CRD 39062 · SEC 801-80804

AUM

$250M

Regulatory assets under management

Employees

101

790 client accounts

Services offered by UNITED BROKERAGE SERVICES, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UNITED BROKERAGE SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Stephen Leslie Coffman offer?

Stephen Leslie Coffman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARKERSBURG, West Virginia for a consultation.

What are Stephen Leslie Coffman's credentials?

Stephen Leslie Coffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Leslie Coffman located?

Stephen Leslie Coffman is based in PARKERSBURG, West Virginia, working with UNITED BROKERAGE SERVICES, INC. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.

How does Stephen Leslie Coffman charge for services?

Stephen Leslie Coffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED BROKERAGE SERVICES, INC?

UNITED BROKERAGE SERVICES, INC has approximately 101 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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