Alan
Stephenson
Benedict Financial Planning
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About this Advisor
Alan Stephenson is a financial advisor working out of West Monroe, Louisiana who has 3 years of industry experience. Stephenson is on the advisory team at Benedict Financial Planning. Throughout their career, Stephenson has worked at United Planners Financial Services, Stephenson & Greene, Alan Stephenson - Independent Insurance, Stephenson Financial, 4X4 Superstar LLC, Dba Tre4X4 Usa, 911 Handyman LLC, Legacy Wealth Concepts, Takeda Pharmaceutical/ Snow Companies, Alan Stephenson and 1St South Heat And Air. Stephenson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana. Benedict Financial Planning is a registered investment company with a branch in West Monroe, Louisiana.
Certifications and Registrations
Years Registered*
Office Location
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Alan Stephenson Work History
Alan has been registered as a financial advisor for 3 years.*
Legacy Wealth Concepts
1St South Heat And Air
911 Handyman LLC
Alan Stephenson - Independent Insurance
Alan Stephenson
United Planners Financial Services
Stephenson Financial
4X4 Superstar LLC, Dba Tre4X4 Usa
Takeda Pharmaceutical/ Snow Companies
Stephenson & Greene
*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 Alan Stephenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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.
