Stephen
Rowe

Arlington Partners LLC

CRD#6745764
Investment Advisor
in Birmingham, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephen Rowe is a financial advisor based in Birmingham, Alabama, working with Arlington Partners LLC. Stephen has previously held positions at Arlington Partners, LLC and Lightfoot Franklin And White, LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Stephen is part of Arlington Partners LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 12 employees. The firm manages assets totaling $1.3 billion. The services offered by the firm include portfolio management for pooled investment vehicles and selection of other advisers. The fee structure at Arlington Partners LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

The John Hand Building 2000 Morris Avenue, Suite 1300
Birmingham, AL 35203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Arlington Partners LLC Brokerage Details

Total Assets Under Management

$1,340,641,610

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

25

AL Average: 1,560
Average Account Size

$53,625,664

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Stephen Rowe Work History

2017 - Present (7 years)

Arlington Partners, LLC

1997 - 2017 (20 years)

Lightfoot Franklin And White, LLC

Disclosures

Please visit the SEC profile of Stephen Rowe 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

John Lueken
Franklin, TN
Charles Brand
Birmingham, AL
Willliam Cook
Birmingham, AL
William Levant
Birmingham, AL
Jordan Cherry
Birmingham, AL
Kenneth Polk
Birmingham, AL
Stephen Rowe
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started