Don
Stephenson
Slagle Financial, LLC
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About this Advisor
Don Stephenson is a financial advisor who works in Fort Walton Beach, Florida with 1 year of industry experience. Stephenson is an employee of Slagle Financial, LLC. Throughout their career, they have worked at Allstate Insurance Co, Bb&T Investment Services, Inc, Jd Mellberg Financial, LLC, Secure Investment Management, LLC, Cherry Wealth Advisors, Allstate Financial, Bb&T, Jd Mellberg and Slagle Financial, LLC. Stephenson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Slagle Financial, LLC is a financial advisory company based out of Edwardsville, IL. The investment advisory business has offices in eight locations and a total of 21 employees. It manages $241 million in assets under management between its 2,995 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which service is provided. Fees billed by Slagle Financial, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Slagle Financial, LLC Brokerage Details
$241,160,884
21
2,995
$80,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Don Stephenson Work History
Don has been registered as a financial advisor for 1 years.*
Slagle Financial, LLC
Cherry Wealth Advisors
Secure Investment Management, LLC
Jd Mellberg Financial, LLC
Jd Mellberg
Bb&T Investment Services, Inc
Bb&T
Allstate Insurance Co
Allstate Financial
*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 Don Stephenson 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 Slagle Financial, LLC
Fort Walton Beach, FL
Edwardsville, IL
Edwardsville, IL
Edwardsville, IL
Edwardsville, IL
Edwardsville, IL
Fort Walton Beach, FL
Edwardsville, IL
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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