Victoria
Boswell
Stephens Consulting, LLC
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About this Advisor
Victoria Boswell is a financial advisor operating out of Tampa, Florida with a total of 2 years of industry experience. Boswell is currently employed by Stephens Consulting, LLC. Boswell has gained experience at Raymond James Financial Services Advisors, Inc, Eagle Fund Distributors, Inc, Eagle Asset Management, Inc, Raymond James Financial Services, Inc and Stephens Consulting, LLC. Boswell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Stephens Consulting, LLC is an advisory firm that has its headquarters in Flint, MI. The company has offices in eight locations and a total of 26 people on staff. It handles $718 million in assets between its 2,600 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves six charities and foundations. Of its 2,600 accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on which services the firm provides the client. Fee types charged by Stephens Consulting, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Victoria Boswell Work History
Victoria has been registered as a financial advisor for 2 years.*
Stephens Consulting, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Eagle Fund Distributors, Inc
Eagle Asset Management, 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 Victoria Boswell 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 Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Charlevoix, MI
Tampa, FL
Flint, MI
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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