John
Stephens
Tci Wealth Advisors, Inc
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About this Advisor
John Stephens is a certified financial planner and chartered financial analyst working in Tucson, Arizona with 23 years of industry experience. Stephens is on the advisory team at Tci Wealth Advisors, Inc. They have worked at Tci Wealth Advisors, Inc for their whole career. Stephens holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Arizona. Tci Wealth Advisors, Inc is an advisory firm that has its headquarters in Tucson, AZ. The firm has offices in five locations and a total of 54 advisors. It has $3 billion in total assets across its 9,496 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 9,496 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Tci Wealth Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. Fees billed by Tci Wealth Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tci Wealth Advisors, Inc Brokerage Details
$3,431,526,695
54
9,496
$361,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Stephens Work History
John has been registered as a financial advisor for 23 years.*
Tci Asset Managers, Inc
*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 John 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 Tci Wealth Advisors, Inc
Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
