Craig
Stephens
Arlington Partners LLC
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About this Advisor
Craig Stephens is a financial advisor working out of Birmingham, Alabama who has 1 year of industry experience. Stephens is on the advisory team at Arlington Partners LLC. Throughout their career, Stephens has worked at Sirote & Permutt, Pc and Arlington Partners, LLC. Stephens has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Alabama. Arlington Partners LLC is a business operating out of Birmingham, AL. The investment advisory business has a total of 39 financial advisors. It oversees $6 billion in assets across its 978 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 23 charitable organizations. Of its 978 client accounts, 63% belong to high-net-worth individuals who have more than $1 million in assets. Arlington Partners LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services largely are based on the financial services. Fees charged by Arlington Partners LLC can be comprised of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arlington Partners LLC Brokerage Details
$6,097,070,330
39
978
$6,234,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Craig Stephens Work History
Craig has been registered as a financial advisor for 1 years.*
Arlington Partners, LLC
Sirote & Permutt, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Stephens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arlington Partners LLC
Franklin, TN
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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